Concord Wealth Partners
SHEL icon

Concord Wealth Partners’s Shell SHEL Stock Holding History

Concord Wealth Partners’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 		$44.1K Hold
464
– – 0.01% 367
2026
Q2 		$36K Buy
+464
New +$40.1K ﹤0.01% 407
2026
Q1 		– Sell
-464
Closed -$34.1K – 677
2025
Q4 		$34.1K Hold
464
– – ﹤0.01% 376
2025
Q3 		$33.2K Hold
464
– – ﹤0.01% 393
2025
Q2 		$32.7K Hold
464
– – ﹤0.01% 394
2025
Q1 		$34K Hold
464
– – 0.01% 375
2024
Q4 		$29.1K Hold
464
– – ﹤0.01% 409
2024
Q3 		$30.6K Hold
464
– – 0.01% 403
2024
Q2 		$33.5K Hold
464
– – 0.01% 359
2024
Q1 		$31.1K Hold
464
– – 0.01% 428
2023
Q4 		$30.5K Hold
464
– – 0.01% 430
2023
Q3 		$29.9K Sell
464
-200
-30% -$12.4K 0.01% 448
2023
Q2 		$40.1K Hold
664
– – 0.01% 394
2023
Q1 		$38.2K Hold
664
– – 0.01% 384
2022
Q4 		$37.8K Buy
+664
New +$36.6K 0.01% 418
2022
Q3 		– Sell
-664
Closed -$35K – 963
2022
Q2 		$35K Buy
+664
New +$37.3K 0.01% 429

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Concord Wealth Partners's SHEL Position: Q3 2026 in Review

Concord Wealth Partners held its Shell (SHEL) position steady in Q3 2026 at 464 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #367.

Concord Wealth Partners first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Concord Wealth Partners held 464 shares of Shell worth $44.1K as of Q3 2026.
  • Concord Wealth Partners left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #367 holding.
  • Concord Wealth Partners first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.