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Douglas Lane & Associates’s Shell SHEL Stock Holding History

Douglas Lane & Associates’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 		$20.2M Sell
212,329
-8,567
-4% -$773K 0.27% 103
2026
Q2 		$17.1M Sell
220,896
-17,524
-7% -$1.51M 0.23% 102
2026
Q1 		$22.2M Sell
238,420
-14,225
-6% -$1.15M 0.32% 98
2025
Q4 		$18.6M Sell
252,645
-25,004
-9% -$1.84M 0.25% 106
2025
Q3 		$19.9M Sell
277,649
-140,510
-34% -$10.1M 0.28% 103
2025
Q2 		$29.4M Sell
418,159
-96,318
-19% -$6.46M 0.43% 88
2025
Q1 		$37.7M Sell
514,477
-103,839
-17% -$7M 0.56% 73
2024
Q4 		$38.7M Sell
618,316
-96,226
-13% -$6.31M 0.55% 76
2024
Q3 		$47.1M Sell
714,542
-92,161
-11% -$6.53M 0.65% 61
2024
Q2 		$58.2M Sell
806,703
-42,777
-5% -$3.06M 0.83% 48
2024
Q1 		$56.9M Sell
849,480
-66,161
-7% -$4.24M 0.8% 52
2023
Q4 		$60.2M Sell
915,641
-159,064
-15% -$10.4M 0.93% 46
2023
Q3 		$69.2M Sell
1,074,705
-55,541
-5% -$3.46M 1.16% 36
2023
Q2 		$68.2M Sell
1,130,246
-42,370
-4% -$2.54M 1.1% 38
2023
Q1 		$67.5M Sell
1,172,616
-38,141
-3% -$2.24M 1.12% 39
2022
Q4 		$69M Sell
1,210,757
-73,093
-6% -$4.03M 1.15% 42
2022
Q3 		$63.9M Sell
1,283,850
-9,699
-0.7% -$500K 1.18% 32
2022
Q2 		$67.6M Sell
1,293,549
-26,649
-2% -$1.5M 1.15% 34
2022
Q1 		$72.5M Buy
+1,320,198
New +$70.1M 1.02% 38

Other funds holding SHEL

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Douglas Lane & Associates's SHEL Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Shell (SHEL) stake by 3.9% in Q3 2026, selling an estimated $773K and leaving 212,329 shares worth $20.2M. The position accounts for 0.27% of the portfolio, ranked #103.

Douglas Lane & Associates first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $72.5M in Q1 2022. 182 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Douglas Lane & Associates held 212,329 shares of Shell worth $20.2M as of Q3 2026.
  • Douglas Lane & Associates sold 8,567 Shell shares in Q3 2026, an estimated $773K.
  • Shell made up 0.27% of Douglas Lane & Associates's portfolio in Q3 2026, its #103 holding.
  • Douglas Lane & Associates first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Douglas Lane & Associates's Shell position peaked at $72.5M in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.