Global Assets Advisory
SHEL icon

Global Assets Advisory’s Shell SHEL Stock Holding History

Global Assets Advisory’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 		$215K Buy
+2,224
New +$201K 0.05% 295
2026
Q2 		– Sell
-1,236
Closed -$115K – 529
2026
Q1 		$115K Buy
+1,236
New +$100K 0.03% 283
2024
Q2 		– Sell
-502
Closed -$34.1K – 424
2024
Q1 		$34.1K Buy
+502
New +$32.2K 0.02% 337

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Global Assets Advisory's SHEL Position: Q3 2026 in Review

Global Assets Advisory opened a new position in Shell (SHEL) in Q3 2026: 2,224 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in SHEL as recently as Q1 2026.

Global Assets Advisory first reported a position in SHEL in Q1 2024 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Global Assets Advisory held 2,224 shares of Shell worth $215K as of Q3 2026.
  • Shell was a new Global Assets Advisory position in Q3 2026.
  • Shell made up 0.05% of Global Assets Advisory's portfolio in Q3 2026, its #295 holding.
  • Global Assets Advisory first reported a position in Shell in Q1 2024 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.