CX Institutional’s Shell SHEL Stock Holding History

CX Institutional’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	$64K	Buy	673 +542	+414%	+$48.9K	﹤0.01%	972
2026 Q2	$10K	Buy	131 +70	+115%	+$6.04K	﹤0.01%	1296
2026 Q1	$6K	Sell	61 -33	-35%	-$2.67K	﹤0.01%	1352
2025 Q4	$7K	Sell	94 -639	-87%	-$47.1K	﹤0.01%	1240
2025 Q3	$52K	Sell	733 -378	-34%	-$27.2K	﹤0.01%	927
2025 Q2	$78K	Buy	1,111 +10	+0.9%	+$670	﹤0.01%	797
2025 Q1	$81K	Buy	+1,101	New	+$74.2K	﹤0.01%	775
2022 Q3	–	Sell	-250	Closed	-$13K	–	1019
2022 Q2	$13K	Buy	+250	New	+$14K	﹤0.01%	914

Other funds holding SHEL

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's SHEL Position: Q3 2026 in Review

CX Institutional increased its Shell (SHEL) stake by 414% in Q3 2026, buying an estimated $48.9K and bringing the position to 673 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

CX Institutional first reported a position in SHEL in Q2 2022 and has held it in 8 quarters since. The position peaked at $81K in Q1 2025. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

CX Institutional held 673 shares of Shell worth $64K as of Q3 2026.
CX Institutional bought 542 Shell shares in Q3 2026, an estimated $48.9K.
Shell made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #972 holding.
CX Institutional first reported a position in Shell in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Shell position peaked at $81K in Q1 2025.
486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.