Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Shell SHEL Stock Holding History

Dynamic Advisor Solutions’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 		$1.75M Buy
18,429
+7,704
+72% +$695K 0.05% 343
2026
Q2 		$832K Buy
10,725
+330
+3% +$28.5K 0.02% 529
2026
Q1 		$967K Buy
10,395
+125
+1% +$10.1K 0.03% 472
2025
Q4 		$755K Sell
10,270
-602
-6% -$44.3K 0.02% 522
2025
Q3 		$778K Sell
10,872
-868
-7% -$62.5K 0.02% 520
2025
Q2 		$827K Sell
11,740
-541
-4% -$36.3K 0.03% 492
2025
Q1 		$900K Sell
12,281
-669
-5% -$45.1K 0.03% 448
2024
Q4 		$811K Sell
12,950
-4,444
-26% -$291K 0.04% 354
2024
Q3 		$1.15M Sell
17,394
-798
-4% -$56.5K 0.03% 419
2024
Q2 		$1.31M Buy
18,192
+4,788
+36% +$342K 0.04% 389
2024
Q1 		$899K Buy
13,404
+649
+5% +$41.6K 0.03% 462
2023
Q4 		$838K Buy
12,755
+354
+3% +$23.2K 0.03% 454
2023
Q3 		$798K Buy
12,401
+5,345
+76% +$333K 0.04% 404
2023
Q2 		$426K Sell
7,056
-147
-2% -$8.82K 0.02% 539
2023
Q1 		$414K Sell
7,203
-259
-3% -$15.2K 0.02% 516
2022
Q4 		$425K Sell
7,462
-425
-5% -$23.4K 0.03% 487
2022
Q3 		$392K Buy
7,887
+325
+4% +$16.7K 0.03% 451
2022
Q2 		$395K Buy
+7,562
New +$425K 0.03% 461

Other funds holding SHEL

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 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
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
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Dynamic Advisor Solutions's SHEL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Shell (SHEL) stake by 72% in Q3 2026, buying an estimated $695K and bringing the position to 18,429 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #343.

Dynamic Advisor Solutions first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. 326 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Dynamic Advisor Solutions held 18,429 shares of Shell worth $1.75M as of Q3 2026.
  • Dynamic Advisor Solutions bought 7,704 Shell shares in Q3 2026, an estimated $695K.
  • Shell made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #343 holding.
  • Dynamic Advisor Solutions first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • 326 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.