AIM
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Avity Investment Management’s Shell SHEL Stock Holding History

Avity Investment Management’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 		$379K Hold
3,989
– – 0.02% 101
2026
Q2 		$309K Hold
3,989
– – 0.02% 105
2026
Q1 		$371K Hold
3,989
– – 0.03% 95
2025
Q4 		$293K Hold
3,989
– – 0.02% 94
2025
Q3 		$285K Hold
3,989
– – 0.02% 95
2025
Q2 		$281K Hold
3,989
– – 0.02% 95
2025
Q1 		$292K Sell
3,989
-50
-1% -$3.37K 0.02% 88
2024
Q4 		$253K Hold
4,039
– – 0.02% 96
2024
Q3 		$266K Buy
4,039
+813
+25% +$57.6K 0.02% 94
2024
Q2 		$233K Hold
3,226
– – 0.02% 101
2024
Q1 		$216K Hold
3,226
– – 0.02% 106
2023
Q4 		$212K Hold
3,226
– – 0.02% 100
2023
Q3 		$208K Buy
+3,226
New +$201K 0.02% 83
2022
Q3 		– Sell
-4,576
Closed -$239K – 86
2022
Q2 		$239K Hold
4,576
– – 0.02% 78
2022
Q1 		$251K Buy
+4,576
New +$243K 0.02% 81

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

Avity Investment Management's SHEL Position: Q3 2026 in Review

Avity Investment Management held its Shell (SHEL) position steady in Q3 2026 at 3,989 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #101.

Avity Investment Management first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Avity Investment Management held 3,989 shares of Shell worth $379K as of Q3 2026.
  • Avity Investment Management left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.02% of Avity Investment Management's portfolio in Q3 2026, its #101 holding.
  • Avity Investment Management first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.