Aviso Financial
SHEL icon

Aviso Financial’s Shell SHEL Stock Holding History

Aviso Financial’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 		$5.4M Buy
56,767
+1,415
+3% +$128K 0.18% 61
2026
Q2 		$4.29M Buy
55,352
+1,357
+3% +$117K 0.15% 72
2026
Q1 		$5.02M Buy
53,995
+5,532
+11% +$447K 0.18% 66
2025
Q4 		$3.56M Buy
48,463
+2,132
+5% +$157K 0.14% 78
2025
Q3 		$3.31M Buy
46,331
+2,850
+7% +$205K 0.13% 84
2025
Q2 		$3.06M Buy
43,481
+2,312
+6% +$155K 0.14% 80
2025
Q1 		$3.02M Buy
41,169
+3,165
+8% +$213K 0.15% 79
2024
Q4 		$2.38M Sell
38,004
-18,604
-33% -$1.22M 0.12% 86
2024
Q3 		$3.73M Buy
56,608
+4,153
+8% +$294K 0.19% 69
2024
Q2 		$3.79M Buy
+52,455
New +$3.75M 0.21% 65

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Aviso Financial's SHEL Position: Q3 2026 in Review

Aviso Financial increased its Shell (SHEL) stake by 2.6% in Q3 2026, buying an estimated $128K and bringing the position to 56,767 shares worth $5.4M. The position accounts for 0.18% of the portfolio, ranked #61.

Aviso Financial first reported a position in SHEL in Q2 2024 and has held it in 10 quarters since. 1,155 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Aviso Financial held 56,767 shares of Shell worth $5.4M as of Q3 2026.
  • Aviso Financial bought 1,415 Shell shares in Q3 2026, an estimated $128K.
  • Shell made up 0.18% of Aviso Financial's portfolio in Q3 2026, its #61 holding.
  • Aviso Financial first reported a position in Shell in Q2 2024 and has held it in 10 quarters since.
  • 1,155 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.