DecisionPoint Financial
SHEL icon

DecisionPoint Financial’s Shell SHEL Stock Holding History

DecisionPoint Financial’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 		$36K Buy
376
+159
+73% +$14.3K 0.01% 154
2026
Q2 		$16.6K Sell
217
-11
-5% -$950 ﹤0.01% 171
2026
Q1 		$21.2K Hold
228
– – ﹤0.01% 136
2025
Q4 		$16.8K Buy
228
+195
+591% +$14.4K ﹤0.01% 150
2025
Q3 		$2.39K Buy
33
+22
+200% +$1.58K ﹤0.01% 226
2025
Q2 		$784 Buy
+11
New +$737 ﹤0.01% 358
2025
Q1 		– Sell
-100
Closed -$6.26K – 272
2024
Q4 		$6.26K Hold
100
– – ﹤0.01% 184
2024
Q3 		$6.6K Hold
100
– – ﹤0.01% 174
2024
Q2 		$7.32K Hold
100
– – ﹤0.01% 171
2024
Q1 		$7.33K Buy
+100
New +$6.41K ﹤0.01% 178

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 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

DecisionPoint Financial's SHEL Position: Q3 2026 in Review

DecisionPoint Financial increased its Shell (SHEL) stake by 73% in Q3 2026, buying an estimated $14.3K and bringing the position to 376 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #154.

DecisionPoint Financial first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. 597 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • DecisionPoint Financial held 376 shares of Shell worth $36K as of Q3 2026.
  • DecisionPoint Financial bought 159 Shell shares in Q3 2026, an estimated $14.3K.
  • Shell made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #154 holding.
  • DecisionPoint Financial first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • 597 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.