Fortitude Family Office’s Shell SHEL Stock Holding History

Fortitude Family Office’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	$45.2K	Buy	476 +26	+6%	+$2.35K	0.01%	487
2026 Q2	$34.9K	Sell	450 -500	-53%	-$43.2K	0.01%	365
2026 Q1	$88.3K	Hold	950	–	–	0.02%	169
2025 Q4	$69.8K	Buy	950 +500	+111%	+$36.8K	0.02%	208
2025 Q3	$32.2K	Hold	450	–	–	0.01%	307
2025 Q2	$31.7K	Sell	450 -40	-8%	-$2.68K	0.01%	309
2025 Q1	$35.9K	Sell	490 -5	-1%	-$337	0.01%	281
2024 Q4	$31K	Buy	495 +45	+10%	+$2.95K	0.01%	353
2024 Q3	$29.7K	Buy	+450	New	+$31.9K	0.01%	335

Other funds holding SHEL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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 Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fortitude Family Office's SHEL Position: Q3 2026 in Review

Fortitude Family Office increased its Shell (SHEL) stake by 5.8% in Q3 2026, buying an estimated $2.35K and bringing the position to 476 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #487.

Fortitude Family Office first reported a position in SHEL in Q3 2024 and has held it in 9 quarters since. The position peaked at $88.3K in Q1 2026. 243 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Fortitude Family Office held 476 shares of Shell worth $45.2K as of Q3 2026.
Fortitude Family Office bought 26 Shell shares in Q3 2026, an estimated $2.35K.
Shell made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #487 holding.
Fortitude Family Office first reported a position in Shell in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Shell position peaked at $88.3K in Q1 2026.
243 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.