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Bill Few Associates’s Shell SHEL Stock Holding History

Bill Few Associates’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 		$534K Buy
5,613
+11
+0.2% +$993 0.11% 130
2026
Q2 		$434K Buy
5,602
+43
+0.8% +$3.71K 0.09% 138
2026
Q1 		$517K Buy
5,559
+28
+0.5% +$2.26K 0.12% 120
2025
Q4 		$406K Sell
5,531
-689
-11% -$50.8K 0.1% 133
2025
Q3 		$445K Sell
6,220
-42
-0.7% -$3.02K 0.11% 121
2025
Q2 		$441K Buy
6,262
+59
+1% +$3.96K 0.12% 116
2025
Q1 		$455K Buy
6,203
+10
+0.2% +$674 0.16% 103
2024
Q4 		$388K Buy
6,193
+330
+6% +$21.6K 0.14% 115
2024
Q3 		$387K Buy
5,863
+117
+2% +$8.29K 0.14% 118
2024
Q2 		$415K Hold
5,746
– – 0.16% 107
2024
Q1 		$385K Buy
5,746
+503
+10% +$32.2K 0.16% 105
2023
Q4 		$345K Sell
5,243
-250
-5% -$16.4K 0.16% 108
2023
Q3 		$354K Buy
5,493
+750
+16% +$46.7K 0.19% 91
2023
Q2 		$286K Hold
4,743
– – 0.15% 113
2023
Q1 		$273K Buy
4,743
+50
+1% +$2.94K 0.15% 109
2022
Q4 		$267K Hold
4,693
– – 0.16% 103
2022
Q3 		$233K Buy
4,693
+100
+2% +$5.15K 0.16% 102
2022
Q2 		$240K Buy
+4,593
New +$258K 0.15% 103

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

Bill Few Associates's SHEL Position: Q3 2026 in Review

Bill Few Associates increased its Shell (SHEL) stake by 0.2% in Q3 2026, buying an estimated $993 and bringing the position to 5,613 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #130.

Bill Few Associates first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Bill Few Associates held 5,613 shares of Shell worth $534K as of Q3 2026.
  • Bill Few Associates bought 11 Shell shares in Q3 2026, an estimated $993.
  • Shell made up 0.11% of Bill Few Associates's portfolio in Q3 2026, its #130 holding.
  • Bill Few Associates first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.