Cache Advisors’s Shell SHEL Stock Holding History

Cache Advisors’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	$446K	Hold	4,688	–	–	0.03%	126
2026 Q2	$364K	Hold	4,688	–	–	0.03%	118
2026 Q1	$436K	Hold	4,688	–	–	0.05%	88
2025 Q4	$344K	Hold	4,688	–	–	0.04%	98
2025 Q3	$335K	Buy	4,688 +1,385	+42%	+$100K	0.06%	85
2025 Q2	$233K	Hold	3,303	–	–	0.06%	86
2025 Q1	$242K	Hold	3,303	–	–	0.09%	72
2024 Q4	$207K	Buy	+3,303	New	+$216K	0.09%	75

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

Cache Advisors's SHEL Position: Q3 2026 in Review

Cache Advisors held its Shell (SHEL) position steady in Q3 2026 at 4,688 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #126.

Cache Advisors first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Cache Advisors held 4,688 shares of Shell worth $446K as of Q3 2026.
Cache Advisors left its Shell share count unchanged in Q3 2026.
Shell made up 0.03% of Cache Advisors's portfolio in Q3 2026, its #126 holding.
Cache Advisors first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
397 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.