Elevation Wealth Partners’s Shell SHEL Stock Holding History

Elevation Wealth Partners’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	$9.8K	Buy	+103	New	+$9.29K	﹤0.01%	896

Other funds holding SHEL

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

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Elevation Wealth Partners's SHEL Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Shell (SHEL) in Q3 2026: 103 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

799 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Elevation Wealth Partners held 103 shares of Shell worth $9.8K as of Q3 2026.
Shell was a new Elevation Wealth Partners position in Q3 2026.
Shell made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #896 holding.
799 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.