Focus Financial Network
SHEL icon

Focus Financial Network’s Shell SHEL Stock Holding History

Focus Financial Network’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 		$314K Buy
3,308
+221
+7% +$19.9K 0.01% 613
2026
Q2 		$239K Buy
3,087
+1
+0% +$86 0.01% 674
2026
Q1 		$287K Buy
3,086
+325
+12% +$26.3K 0.01% 609
2025
Q4 		$203K Buy
+2,761
New +$203K 0.01% 708
2024
Q4 		– Sell
-4,153
Closed -$274K – 701
2024
Q3 		$274K Buy
4,153
+63
+2% +$4.46K 0.01% 572
2024
Q2 		$300K Buy
4,090
+96
+2% +$6.86K 0.01% 527
2024
Q1 		$284K Buy
+3,994
New +$256K 0.01% 505
2023
Q4 		– Sell
-3,179
Closed -$205K – 745
2023
Q3 		$205K Buy
+3,179
New +$198K 0.01% 555
2022
Q3 		– Sell
-4,363
Closed -$228K – 498
2022
Q2 		$228K Buy
4,363
+170
+4% +$9.55K 0.02% 445
2022
Q1 		$230K Buy
+4,193
New +$223K 0.02% 472

Other funds holding SHEL

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Focus Financial Network's SHEL Position: Q3 2026 in Review

Focus Financial Network increased its Shell (SHEL) stake by 7.2% in Q3 2026, buying an estimated $19.9K and bringing the position to 3,308 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #613.

Focus Financial Network first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Focus Financial Network held 3,308 shares of Shell worth $314K as of Q3 2026.
  • Focus Financial Network bought 221 Shell shares in Q3 2026, an estimated $19.9K.
  • Shell made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #613 holding.
  • Focus Financial Network first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
  • 182 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.