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Atwood & Palmer’s Shell SHEL Stock Holding History

Atwood & Palmer’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43K Hold
15
– – ﹤0.01% 454
2026
Q2 		$1.16K Hold
15
– – ﹤0.01% 450
2026
Q1 		$1.4K Hold
15
– – ﹤0.01% 457
2025
Q4 		$1.1K Hold
15
– – ﹤0.01% 460
2025
Q3 		$1.07K Hold
15
– – ﹤0.01% 460
2025
Q2 		$1.06K Hold
15
– – ﹤0.01% 484
2025
Q1 		$1.1K Sell
15
-232
-94% -$15.6K ﹤0.01% 409
2024
Q4 		$15.5K Hold
247
– – ﹤0.01% 305
2024
Q3 		$16.3K Hold
247
– – ﹤0.01% 302
2024
Q2 		$17.8K Hold
247
– – ﹤0.01% 305
2024
Q1 		$16.6K Buy
247
+15
+6% +$961 ﹤0.01% 286
2023
Q4 		$15.3K Hold
232
– – ﹤0.01% 293
2023
Q3 		$14.9K Sell
232
-92
-28% -$5.73K ﹤0.01% 287
2023
Q2 		$19.6K Hold
324
– – ﹤0.01% 275
2023
Q1 		$18.6K Hold
324
– – ﹤0.01% 268
2022
Q4 		$18.5K Hold
324
– – ﹤0.01% 289
2022
Q3 		$16K Hold
324
– – ﹤0.01% 283
2022
Q2 		$17K Hold
324
– – ﹤0.01% 301
2022
Q1 		$18K Buy
+324
New +$17.2K ﹤0.01% 327

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atwood & Palmer's SHEL Position: Q3 2026 in Review

Atwood & Palmer held its Shell (SHEL) position steady in Q3 2026 at 15 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Atwood & Palmer first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $19.6K in Q2 2023. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Atwood & Palmer held 15 shares of Shell worth $1.43K as of Q3 2026.
  • Atwood & Palmer left its Shell share count unchanged in Q3 2026.
  • Shell made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #454 holding.
  • Atwood & Palmer first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Atwood & Palmer's Shell position peaked at $19.6K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.