Gleason Group’s Shell SHEL Stock Holding History

Gleason 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	$7.89K	Hold	83	–	–	﹤0.01%	239
2026 Q2	$6.44K	Buy	+83	New	+$7.16K	﹤0.01%	281

Other funds holding SHEL

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

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Gleason Group's SHEL Position: Q3 2026 in Review

Gleason Group held its Shell (SHEL) position steady in Q3 2026 at 83 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Gleason Group first reported a position in SHEL in Q2 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Gleason Group held 83 shares of Shell worth $7.89K as of Q3 2026.
Gleason Group left its Shell share count unchanged in Q3 2026.
Shell made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #239 holding.
Gleason Group first reported a position in Shell in Q2 2026 and has held it in 2 quarters since.
569 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.