Avestar Capital
SHEL icon

Avestar Capital’s Shell SHEL Stock Holding History

Avestar Capital’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 		$465K Sell
4,890
-1,438
-23% -$130K 0.04% 376
2026
Q2 		$491K Buy
6,328
+439
+7% +$37.9K 0.03% 379
2026
Q1 		$548K Buy
5,889
+337
+6% +$27.2K 0.04% 334
2025
Q4 		$408K Sell
5,552
-98
-2% -$7.22K 0.03% 377
2025
Q3 		$404K Buy
5,650
+120
+2% +$8.64K 0.03% 375
2025
Q2 		$389K Buy
+5,530
New +$371K 0.03% 353
2025
Q1 		– Sell
-5,223
Closed -$327K – 535
2024
Q4 		$327K Buy
5,223
+485
+10% +$31.8K 0.03% 367
2024
Q3 		$312K Buy
4,738
+1
+0% +$71 0.03% 338
2024
Q2 		$342K Sell
4,737
-3,325
-41% -$238K 0.03% 312
2024
Q1 		$540K Buy
8,062
+2,262
+39% +$145K 0.06% 229
2023
Q4 		$382K Sell
5,800
-734
-11% -$48.2K 0.04% 245
2023
Q3 		$421K Sell
6,534
-247
-4% -$15.4K 0.06% 186
2023
Q2 		$409K Buy
6,781
+210
+3% +$12.6K 0.07% 174
2023
Q1 		$378K Buy
6,571
+2,305
+54% +$136K 0.07% 186
2022
Q4 		$243K Hold
4,266
– – 0.04% 245
2022
Q3 		$212K Sell
4,266
-4,340
-50% -$224K 0.05% 243
2022
Q2 		$450K Sell
8,606
-25,238
-75% -$1.42M 0.11% 134
2022
Q1 		$1.86M Buy
+33,844
New +$1.8M 0.3% 69

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Avestar Capital's SHEL Position: Q3 2026 in Review

Avestar Capital reduced its Shell (SHEL) stake by 23% in Q3 2026, selling an estimated $130K and leaving 4,890 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #376.

Avestar Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.86M in Q1 2022. 971 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Avestar Capital held 4,890 shares of Shell worth $465K as of Q3 2026.
  • Avestar Capital sold 1,438 Shell shares in Q3 2026, an estimated $130K.
  • Shell made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #376 holding.
  • Avestar Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Avestar Capital's Shell position peaked at $1.86M in Q1 2022.
  • 971 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.