Byrne Asset Management’s Shell SHEL Stock Holding History

Byrne Asset 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	$37.7K	Buy	394 +330	+516%	+$29.8K	0.02%	310
2026 Q2	$4.96K	Hold	64	–	–	﹤0.01%	501
2026 Q1	$5.95K	Hold	64	–	–	﹤0.01%	473
2025 Q4	$4.7K	Hold	64	–	–	﹤0.01%	488
2025 Q3	$4.58K	Hold	64	–	–	﹤0.01%	482
2025 Q2	$4.51K	Hold	64	–	–	﹤0.01%	464
2025 Q1	$4.69K	Hold	64	–	–	﹤0.01%	475
2024 Q4	$4.01K	Hold	64	–	–	﹤0.01%	481
2024 Q3	$4.22K	Hold	64	–	–	﹤0.01%	467
2024 Q2	$4.57K	Hold	64	–	–	﹤0.01%	448
2024 Q1	$4.29K	Hold	64	–	–	﹤0.01%	452
2023 Q4	$4.23K	Hold	64	–	–	﹤0.01%	436
2023 Q3	$4K	Hold	64	–	–	﹤0.01%	420
2023 Q2	$4K	Hold	64	–	–	﹤0.01%	490
2023 Q1	$4K	Buy	+64	New	+$3.77K	﹤0.01%	474

Other funds holding SHEL

DLA

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

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

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

Byrne Asset Management's SHEL Position: Q3 2026 in Review

Byrne Asset Management increased its Shell (SHEL) stake by 516% in Q3 2026, buying an estimated $29.8K and bringing the position to 394 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #310.

Byrne Asset Management first reported a position in SHEL in Q1 2023 and has held it in 15 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Byrne Asset Management held 394 shares of Shell worth $37.7K as of Q3 2026.
Byrne Asset Management bought 330 Shell shares in Q3 2026, an estimated $29.8K.
Shell made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #310 holding.
Byrne Asset Management first reported a position in Shell in Q1 2023 and has held it in 15 quarters since.
90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.