BIP Wealth’s Shell SHEL Stock Holding History

BIP Wealth’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	$336K	Sell	3,537 -304	-8%	-$27.4K	0.01%	455
2026 Q2	$298K	Buy	3,841 +941	+32%	+$81.2K	0.01%	471
2026 Q1	$270K	Buy	+2,900	New	+$234K	0.01%	395

Other funds holding SHEL

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

BIP Wealth's SHEL Position: Q3 2026 in Review

BIP Wealth reduced its Shell (SHEL) stake by 7.9% in Q3 2026, selling an estimated $27.4K and leaving 3,537 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #455.

BIP Wealth first reported a position in SHEL in Q1 2026 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

BIP Wealth held 3,537 shares of Shell worth $336K as of Q3 2026.
BIP Wealth sold 304 Shell shares in Q3 2026, an estimated $27.4K.
Shell made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #455 holding.
BIP Wealth first reported a position in Shell in Q1 2026 and has held it in 3 quarters since.
445 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.