CoreCap Advisors
SHEL icon

CoreCap Advisors’s Shell SHEL Stock Holding History

CoreCap 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 		$154K Buy
1,617
+439
+37% +$39.6K ﹤0.01% 944
2026
Q2 		$91.3K Sell
1,178
-716
-38% -$61.8K ﹤0.01% 1148
2026
Q1 		$176K Buy
1,894
+553
+41% +$44.7K 0.01% 843
2025
Q4 		$98.5K Buy
1,341
+85
+7% +$6.26K ﹤0.01% 1041
2025
Q3 		$89.8K Sell
1,256
-200
-14% -$14.4K ﹤0.01% 1076
2025
Q2 		$103K Sell
1,456
-236
-14% -$15.8K ﹤0.01% 978
2025
Q1 		$124K Buy
1,692
+44
+3% +$2.96K 0.01% 830
2024
Q4 		$103K Sell
1,648
-106
-6% -$6.95K ﹤0.01% 918
2024
Q3 		$116K Buy
+1,754
New +$124K 0.01% 856
2024
Q2 		– Sell
-1,526
Closed -$102K – 2419
2024
Q1 		$102K Buy
+1,526
New +$97.8K 0.01% 835
2022
Q4 		$82.6K Buy
+1,450
New +$79.9K 0.01% 798
2022
Q3 		– Sell
-19,574
Closed -$1.02M – 1812
2022
Q2 		$1.02M Buy
+19,574
New +$1.1M 0.08% 204

Other funds holding SHEL

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

CoreCap Advisors's SHEL Position: Q3 2026 in Review

CoreCap Advisors increased its Shell (SHEL) stake by 37% in Q3 2026, buying an estimated $39.6K and bringing the position to 1,617 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

CoreCap Advisors first reported a position in SHEL in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2022. 445 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • CoreCap Advisors held 1,617 shares of Shell worth $154K as of Q3 2026.
  • CoreCap Advisors bought 439 Shell shares in Q3 2026, an estimated $39.6K.
  • Shell made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #944 holding.
  • CoreCap Advisors first reported a position in Shell in Q2 2022 and has held it in 12 quarters since.
  • CoreCap Advisors's Shell position peaked at $1.02M in Q2 2022.
  • 445 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.