Fifth Third Wealth Advisors’s Shell SHEL Stock Holding History

Fifth Third Wealth 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	$1.01M	Buy	10,618 +5	+0%	+$451	0.03%	310
2026 Q2	$823K	Sell	10,613 -84	-0.8%	-$7.25K	0.02%	343
2026 Q1	$995K	Buy	10,697 +3	+0%	+$242	0.03%	275
2025 Q4	$786K	Buy	10,694 +302	+3%	+$22.2K	0.03%	296
2025 Q3	$743K	Sell	10,392 -4,651	-31%	-$335K	0.03%	291
2025 Q2	$1.06M	Buy	15,043 +10,289	+216%	+$690K	0.04%	229
2025 Q1	$348K	Sell	4,754 -74	-2%	-$4.98K	0.02%	441
2024 Q4	$303K	Buy	4,828 +62	+1%	+$4.06K	0.02%	486
2024 Q3	$314K	Buy	4,766 +715	+18%	+$50.6K	0.02%	450
2024 Q2	$292K	Buy	4,051 +136	+3%	+$9.7K	0.02%	420
2024 Q1	$262K	Buy	+3,915	New	+$251K	0.04%	207

Other funds holding SHEL

Pzena Investment Management New York $34.1B AUM 26.62% 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

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

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Fifth Third Wealth Advisors's SHEL Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Shell (SHEL) stake by 0.05% in Q3 2026, buying an estimated $451 and bringing the position to 10,618 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #310.

Fifth Third Wealth Advisors first reported a position in SHEL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 702 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Fifth Third Wealth Advisors held 10,618 shares of Shell worth $1.01M as of Q3 2026.
Fifth Third Wealth Advisors bought 5 Shell shares in Q3 2026, an estimated $451.
Shell made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #310 holding.
Fifth Third Wealth Advisors first reported a position in Shell in Q1 2024 and has held it in 11 quarters since.
Fifth Third Wealth Advisors's Shell position peaked at $1.06M in Q2 2025.
702 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.