E&G Advisors’s Shell SHEL Stock Holding History

E&G 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	$460K	Hold	4,840	–	–	0.09%	149
2026 Q2	$375K	Sell	4,840 -20	-0.4%	-$1.73K	0.07%	171
2026 Q1	$452K	Hold	4,860	–	–	0.1%	146
2025 Q4	$357K	Hold	4,860	–	–	0.08%	156
2025 Q3	$348K	Buy	4,860 +60	+1%	+$4.32K	0.08%	162
2025 Q2	$338K	Hold	4,800	–	–	0.09%	155
2025 Q1	$352K	Sell	4,800 -29	-0.6%	-$1.95K	0.1%	146
2024 Q4	$303K	Hold	4,829	–	–	0.08%	163
2024 Q3	$318K	Hold	4,829	–	–	0.09%	162
2024 Q2	$349K	Hold	4,829	–	–	0.1%	149
2024 Q1	$324K	Sell	4,829 -400	-8%	-$25.6K	0.1%	146
2023 Q4	$344K	Buy	5,229 +279	+6%	+$18.3K	0.12%	139
2023 Q3	$319K	Hold	4,950	–	–	0.12%	148
2023 Q2	$299K	Sell	4,950 -250	-5%	-$15K	0.1%	159
2023 Q1	$299K	Sell	5,200 -900	-15%	-$52.9K	0.11%	154
2022 Q4	$347K	Sell	6,100 -200	-3%	-$11K	0.13%	144
2022 Q3	$313K	Sell	6,300 -250	-4%	-$12.9K	0.12%	147
2022 Q2	$342K	Hold	6,550	–	–	0.12%	148
2022 Q1	$360K	Buy	+6,550	New	+$348K	0.1%	164

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

E&G Advisors's SHEL Position: Q3 2026 in Review

E&G Advisors held its Shell (SHEL) position steady in Q3 2026 at 4,840 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #149.

E&G Advisors first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

E&G Advisors held 4,840 shares of Shell worth $460K as of Q3 2026.
E&G Advisors left its Shell share count unchanged in Q3 2026.
Shell made up 0.09% of E&G Advisors's portfolio in Q3 2026, its #149 holding.
E&G Advisors first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.