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Capital Advisors Wealth Management’s Shell SHEL Stock Holding History

Capital Advisors Wealth 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 		$359K Sell
3,779
-38
-1% -$3.43K 0.04% 172
2026
Q2 		$296K Buy
+3,817
New +$329K 0.03% 191

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

Capital Advisors Wealth Management's SHEL Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Shell (SHEL) stake by 1% in Q3 2026, selling an estimated $3.43K and leaving 3,779 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #172.

Capital Advisors Wealth Management first reported a position in SHEL in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Capital Advisors Wealth Management held 3,779 shares of Shell worth $359K as of Q3 2026.
  • Capital Advisors Wealth Management sold 38 Shell shares in Q3 2026, an estimated $3.43K.
  • Shell made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Capital Advisors Wealth Management first reported a position in Shell in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.