FFA
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Farther Finance Advisors’s Shell SHEL Stock Holding History

Farther Finance 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 		$5.35M Sell
56,334
-597
-1% -$53.9K 0.04% 406
2026
Q2 		$4.41M Buy
56,931
+5,379
+10% +$464K 0.03% 441
2026
Q1 		$4.74M Buy
51,552
+8,888
+21% +$718K 0.04% 364
2025
Q4 		$3.13M Buy
42,664
+23,243
+120% +$1.71M 0.03% 440
2025
Q3 		$1.39M Buy
19,421
+2,851
+17% +$205K 0.02% 585
2025
Q2 		$1.17M Buy
16,570
+6,851
+70% +$459K 0.02% 535
2025
Q1 		$710K Buy
9,719
+2,970
+44% +$200K 0.02% 640
2024
Q4 		$423K Sell
6,749
-1,957
-22% -$128K 0.02% 653
2024
Q3 		$574K Buy
8,706
+756
+10% +$53.5K 0.02% 535
2024
Q2 		$579K Buy
7,950
+1,268
+19% +$90.6K 0.03% 437
2024
Q1 		$454K Sell
6,682
-820
-11% -$52.5K 0.03% 421
2023
Q4 		$494K Buy
7,502
+4,645
+163% +$305K 0.04% 355
2023
Q3 		$184K Buy
2,857
+2,100
+277% +$131K 0.03% 405
2023
Q2 		$45.7K Buy
757
+45
+6% +$2.7K 0.01% 705
2023
Q1 		$41K Sell
712
-10
-1% -$588 0.01% 663
2022
Q4 		$41.1K Buy
+722
New +$39.8K 0.02% 534

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors's SHEL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Shell (SHEL) stake by 1% in Q3 2026, selling an estimated $53.9K and leaving 56,334 shares worth $5.35M. The position accounts for 0.04% of the portfolio, ranked #406.

Farther Finance Advisors first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Farther Finance Advisors held 56,334 shares of Shell worth $5.35M as of Q3 2026.
  • Farther Finance Advisors sold 597 Shell shares in Q3 2026, an estimated $53.9K.
  • Shell made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #406 holding.
  • Farther Finance Advisors first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.