GI
SHEL icon

GAMMA Investing’s Shell SHEL Stock Holding History

GAMMA Investing’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 		$1.53M Buy
16,067
+1,655
+11% +$149K 0.05% 296
2026
Q2 		$1.12M Buy
14,412
+1,350
+10% +$117K 0.04% 363
2026
Q1 		$1.21M Buy
13,062
+2,480
+23% +$200K 0.06% 295
2025
Q4 		$778K Buy
10,582
+469
+5% +$34.5K 0.04% 394
2025
Q3 		$723K Buy
10,113
+2,188
+28% +$158K 0.04% 393
2025
Q2 		$558K Buy
7,925
+2,156
+37% +$145K 0.04% 442
2025
Q1 		$423K Buy
5,769
+1,662
+40% +$112K 0.03% 482
2024
Q4 		$257K Sell
4,107
-954
-19% -$62.5K 0.02% 597
2024
Q3 		$334K Buy
5,061
+688
+16% +$48.7K 0.03% 429
2024
Q2 		$316K Buy
4,373
+412
+10% +$29.4K 0.04% 379
2024
Q1 		$266K Buy
3,961
+710
+22% +$45.5K 0.05% 321
2023
Q4 		$205K Buy
+3,251
New +$213K 0.06% 301

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing's SHEL Position: Q3 2026 in Review

GAMMA Investing increased its Shell (SHEL) stake by 11% in Q3 2026, buying an estimated $149K and bringing the position to 16,067 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #296.

GAMMA Investing first reported a position in SHEL in Q4 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • GAMMA Investing held 16,067 shares of Shell worth $1.53M as of Q3 2026.
  • GAMMA Investing bought 1,655 Shell shares in Q3 2026, an estimated $149K.
  • Shell made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #296 holding.
  • GAMMA Investing first reported a position in Shell in Q4 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.