Fiduciary Alliance’s Shell SHEL Stock Holding History

Fiduciary Alliance’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	$395K	Sell	4,161 -594	-12%	-$53.6K	0.03%	358
2026 Q2	$369K	Sell	4,755 -5,954	-56%	-$514K	0.02%	406
2026 Q1	$962K	Sell	10,709 -10,255	-49%	-$829K	0.06%	265
2025 Q4	$1.54M	Sell	20,964 -6,080	-22%	-$448K	0.1%	195
2025 Q3	$1.93M	Sell	27,044 -9,169	-25%	-$660K	0.13%	159
2025 Q2	$2.55M	Buy	36,213 +72	+0.2%	+$4.83K	0.19%	121
2025 Q1	$2.65M	Buy	36,141 +792	+2%	+$53.4K	0.26%	88
2024 Q4	$2.21M	Buy	+35,349	New	+$2.32M	0.22%	102
2023 Q3	–	Sell	-372	Closed	-$22.5K	–	802
2023 Q2	$22.5K	Buy	+372	New	+$22.3K	﹤0.01%	427

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

Fiduciary Alliance's SHEL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Shell (SHEL) stake by 12% in Q3 2026, selling an estimated $53.6K and leaving 4,161 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #358.

Fiduciary Alliance first reported a position in SHEL in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.65M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Fiduciary Alliance held 4,161 shares of Shell worth $395K as of Q3 2026.
Fiduciary Alliance sold 594 Shell shares in Q3 2026, an estimated $53.6K.
Shell made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #358 holding.
Fiduciary Alliance first reported a position in Shell in Q2 2023 and has held it in 9 quarters since.
Fiduciary Alliance's Shell position peaked at $2.65M in Q1 2025.
1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.