AWE
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Avidian Wealth Enterprises’s Shell SHEL Stock Holding History

Avidian Wealth Enterprises’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 		$2.2M Buy
23,170
+1,153
+5% +$104K 0.06% 203
2026
Q2 		$1.71M Sell
22,017
-1,676
-7% -$145K 0.05% 240
2026
Q1 		$2.2M Buy
23,693
+527
+2% +$42.6K 0.07% 180
2025
Q4 		$1.7M Buy
23,166
+14
+0.1% +$1.03K 0.06% 162
2025
Q3 		$1.66M Sell
23,152
-767
-3% -$55.2K 0.06% 163
2025
Q2 		$1.68M Buy
23,919
+464
+2% +$31.1K 0.07% 149
2025
Q1 		$1.72M Buy
23,455
+1,712
+8% +$115K 0.08% 136
2024
Q4 		$1.36M Sell
21,743
-5,575
-20% -$365K 0.06% 152
2024
Q3 		$1.8M Sell
27,318
-103
-0.4% -$7.29K 0.08% 132
2024
Q2 		$1.98M Buy
27,421
+1,535
+6% +$110K 0.08% 118
2024
Q1 		$1.74M Buy
25,886
+2,465
+11% +$158K 0.08% 122
2023
Q4 		$1.54M Buy
23,421
+1,281
+6% +$84.1K 0.09% 129
2023
Q3 		$1.43M Sell
22,140
-4,255
-16% -$265K 0.1% 127
2023
Q2 		$1.59M Sell
26,395
-13,757
-34% -$826K 0.1% 132
2023
Q1 		$2.31M Buy
40,152
+6,548
+19% +$385K 0.13% 133
2022
Q4 		$1.91M Buy
33,604
+5,957
+22% +$328K 0.12% 124
2022
Q3 		$1.38M Buy
27,647
+475
+2% +$24.5K 0.1% 126
2022
Q2 		$1.42M Buy
27,172
+6,259
+30% +$352K 0.1% 132
2022
Q1 		$1.15M Buy
+20,913
New +$1.11M 0.07% 175

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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's SHEL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Shell (SHEL) stake by 5.2% in Q3 2026, buying an estimated $104K and bringing the position to 23,170 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #203.

Avidian Wealth Enterprises first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2023. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Avidian Wealth Enterprises held 23,170 shares of Shell worth $2.2M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,153 Shell shares in Q3 2026, an estimated $104K.
  • Shell made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #203 holding.
  • Avidian Wealth Enterprises first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Shell position peaked at $2.31M in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.