Foster Group
SHEL icon

Foster Group’s Shell SHEL Stock Holding History

Foster Group’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 		$406K Buy
4,270
+26
+0.6% +$2.35K 0.01% 200
2026
Q2 		$329K Buy
4,244
+667
+19% +$57.6K 0.01% 230
2026
Q1 		$333K Buy
3,577
+325
+10% +$26.3K 0.01% 201
2025
Q4 		$239K Sell
3,252
-1,006
-24% -$74.1K 0.01% 253
2025
Q3 		$305K Buy
4,258
+132
+3% +$9.5K 0.01% 201
2025
Q2 		$291K Buy
4,126
+108
+3% +$7.24K 0.01% 201
2025
Q1 		$294K Buy
4,018
+625
+18% +$42.1K 0.01% 160
2024
Q4 		$213K Buy
3,393
+162
+5% +$10.6K 0.01% 185
2024
Q3 		$213K Sell
3,231
-139
-4% -$9.8K 0.01% 191
2024
Q2 		$243K Buy
3,370
+67
+2% +$4.79K 0.01% 179
2024
Q1 		$221K Buy
+3,303
New +$212K 0.01% 189

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
Allied Investment Advisors
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
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Woodstock Corp
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

Foster Group's SHEL Position: Q3 2026 in Review

Foster Group increased its Shell (SHEL) stake by 0.61% in Q3 2026, buying an estimated $2.35K and bringing the position to 4,270 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #200.

Foster Group first reported a position in SHEL in Q1 2024 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Foster Group held 4,270 shares of Shell worth $406K as of Q3 2026.
  • Foster Group bought 26 Shell shares in Q3 2026, an estimated $2.35K.
  • Shell made up 0.01% of Foster Group's portfolio in Q3 2026, its #200 holding.
  • Foster Group first reported a position in Shell in Q1 2024 and has held it in 11 quarters since.
  • 302 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.