CPWA LLC
SHEL icon

CPWA LLC’s Shell SHEL Stock Holding History

CPWA LLC’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 		$297K Buy
+2,927
New +$264K 0.32% 69

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CPWA LLC's SHEL Position: Q3 2026 in Review

CPWA LLC opened a new position in Shell (SHEL) in Q3 2026: 2,927 shares worth $297K. The stake represents 0.32% of the portfolio and ranks #69 among its holdings.

1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • CPWA LLC held 2,927 shares of Shell worth $297K as of Q3 2026.
  • Shell was a new CPWA LLC position in Q3 2026.
  • Shell made up 0.32% of CPWA LLC's portfolio in Q3 2026, its #69 holding.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on CPWA LLC's 13F filing for Q3 2026, filed 4 Nov 2026.