Cooper Financial Group
SHEL icon

Cooper Financial Group’s Shell SHEL Stock Holding History

Cooper Financial Group’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 		$572K Buy
6,019
+288
+5% +$26K 0.05% 238
2026
Q2 		$444K Buy
5,731
+1,716
+43% +$148K 0.04% 281
2026
Q1 		$373K Sell
4,015
-52
-1% -$4.2K 0.04% 293
2025
Q4 		$299K Buy
4,067
+317
+8% +$23.4K 0.03% 299
2025
Q3 		$268K Sell
3,750
-103
-3% -$7.42K 0.03% 319
2025
Q2 		$271K Buy
3,853
+190
+5% +$12.7K 0.03% 317
2025
Q1 		$268K Buy
3,663
+109
+3% +$7.34K 0.04% 324
2024
Q4 		$223K Buy
3,554
+125
+4% +$8.19K 0.03% 360
2024
Q3 		$226K Sell
3,429
-8
-0.2% -$567 0.03% 354
2024
Q2 		$248K Sell
3,437
-395
-10% -$28.2K 0.04% 334
2024
Q1 		$257K Buy
3,832
+17
+0.4% +$1.09K 0.04% 308
2023
Q4 		$251K Sell
3,815
-315
-8% -$20.7K 0.05% 297
2023
Q3 		$266K Buy
4,130
+122
+3% +$7.59K 0.06% 266
2023
Q2 		$242K Buy
4,008
+22
+0.6% +$1.32K 0.06% 280
2023
Q1 		$229K Buy
3,986
+319
+9% +$18.8K 0.06% 271
2022
Q4 		$209K Sell
3,667
-910
-20% -$50.2K 0.06% 276
2022
Q3 		$228K Sell
4,577
-1,184
-21% -$61K 0.08% 230
2022
Q2 		$301K Buy
+5,761
New +$324K 0.11% 181

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

Cooper Financial Group's SHEL Position: Q3 2026 in Review

Cooper Financial Group increased its Shell (SHEL) stake by 5% in Q3 2026, buying an estimated $26K and bringing the position to 6,019 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #238.

Cooper Financial Group first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Cooper Financial Group held 6,019 shares of Shell worth $572K as of Q3 2026.
  • Cooper Financial Group bought 288 Shell shares in Q3 2026, an estimated $26K.
  • Shell made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #238 holding.
  • Cooper Financial Group first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.