Diversified Enterprises
SHEL icon

Diversified Enterprises’s Shell SHEL Stock Holding History

Diversified Enterprises’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 		$379K Buy
3,986
+120
+3% +$10.8K 0.02% 316
2026
Q2 		$300K Sell
3,866
-307
-7% -$26.5K 0.01% 329
2026
Q1 		$388K Buy
4,173
+214
+5% +$17.3K 0.02% 279
2025
Q4 		$291K Buy
+3,959
New +$292K 0.02% 303

Other funds holding SHEL

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Diversified Enterprises's SHEL Position: Q3 2026 in Review

Diversified Enterprises increased its Shell (SHEL) stake by 3.1% in Q3 2026, buying an estimated $10.8K and bringing the position to 3,986 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #316.

Diversified Enterprises first reported a position in SHEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $388K in Q1 2026. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Diversified Enterprises held 3,986 shares of Shell worth $379K as of Q3 2026.
  • Diversified Enterprises bought 120 Shell shares in Q3 2026, an estimated $10.8K.
  • Shell made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #316 holding.
  • Diversified Enterprises first reported a position in Shell in Q4 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's Shell position peaked at $388K in Q1 2026.
  • 966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.