Formidable Asset Management’s Shell SHEL Stock Holding History

Formidable Asset Management’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	$758K	Buy	+9,775	New	+$882K	0.11%	176

Other funds holding SHEL

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

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

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Formidable Asset Management's SHEL Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Shell (SHEL) in Q3 2026: 9,775 shares worth $758K. The stake represents 0.11% of the portfolio and ranks #176 among its holdings.

1,022 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Formidable Asset Management held 9,775 shares of Shell worth $758K as of Q3 2026.
Shell was a new Formidable Asset Management position in Q3 2026.
Shell made up 0.11% of Formidable Asset Management's portfolio in Q3 2026, its #176 holding.
1,022 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.