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GoalVest Advisory’s Shell SHEL Stock Holding History

GoalVest 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 		$12.3K Hold
129
– – ﹤0.01% 406
2026
Q2 		$10K Hold
129
– – ﹤0.01% 350
2026
Q1 		$12K Hold
129
– – ﹤0.01% 364
2025
Q4 		$9.48K Buy
+129
New +$9.5K ﹤0.01% 424

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

GoalVest Advisory's SHEL Position: Q3 2026 in Review

GoalVest Advisory held its Shell (SHEL) position steady in Q3 2026 at 129 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

GoalVest Advisory first reported a position in SHEL in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • GoalVest Advisory held 129 shares of Shell worth $12.3K as of Q3 2026.
  • GoalVest Advisory left its Shell share count unchanged in Q3 2026.
  • Shell made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #406 holding.
  • GoalVest Advisory first reported a position in Shell in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.