Doliver Advisors’s Shell SHEL Stock Holding History

Doliver 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	$386K	Sell	4,062 -166	-4%	-$15K	0.08%	141
2026 Q2	$328K	Sell	4,228 -71	-2%	-$6.13K	0.07%	157
2026 Q1	$400K	Buy	4,299 +167	+4%	+$13.5K	0.09%	129
2025 Q4	$304K	Hold	4,132	–	–	0.08%	153
2025 Q3	$296K	Hold	4,132	–	–	0.08%	160
2025 Q2	$291K	Hold	4,132	–	–	0.08%	146
2025 Q1	$303K	Buy	4,132 +500	+14%	+$33.7K	0.09%	136
2024 Q4	$228K	Buy	3,632 +180	+5%	+$11.8K	0.06%	149
2024 Q3	$228K	Buy	3,452 +55	+2%	+$3.9K	0.06%	140
2024 Q2	$245K	Hold	3,397	–	–	0.07%	136
2024 Q1	$228K	Sell	3,397 -300	-8%	-$19.2K	0.06%	135
2023 Q4	$243K	Hold	3,697	–	–	0.07%	132
2023 Q3	$238K	Buy	3,697 +72	+2%	+$4.48K	0.07%	134
2023 Q2	$219K	Hold	3,625	–	–	0.07%	152
2023 Q1	$209K	Hold	3,625	–	–	0.07%	153
2022 Q4	$206K	Buy	+3,625	New	+$200K	0.07%	142

Other funds holding SHEL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Doliver Advisors's SHEL Position: Q3 2026 in Review

Doliver Advisors reduced its Shell (SHEL) stake by 3.9% in Q3 2026, selling an estimated $15K and leaving 4,062 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #141.

Doliver Advisors first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $400K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Doliver Advisors held 4,062 shares of Shell worth $386K as of Q3 2026.
Doliver Advisors sold 166 Shell shares in Q3 2026, an estimated $15K.
Shell made up 0.08% of Doliver Advisors's portfolio in Q3 2026, its #141 holding.
Doliver Advisors first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
Doliver Advisors's Shell position peaked at $400K in Q1 2026.
1,022 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.