GI
SHEL icon

Gradient Investments’s Shell SHEL Stock Holding History

Gradient Investments’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 		$6.72M Sell
70,690
-2,420
-3% -$218K 0.1% 169
2026
Q2 		$5.67M Buy
73,110
+3,317
+5% +$286K 0.08% 190
2026
Q1 		$6.49M Buy
69,793
+43,398
+164% +$3.51M 0.1% 169
2025
Q4 		$1.94M Buy
26,395
+8,443
+47% +$622K 0.03% 205
2025
Q3 		$1.28M Buy
17,952
+6,509
+57% +$469K 0.02% 232
2025
Q2 		$806K Buy
11,443
+1,833
+19% +$123K 0.01% 239
2025
Q1 		$704K Buy
9,610
+245
+3% +$16.5K 0.01% 211
2024
Q4 		$587K Buy
9,365
+8
+0.1% +$524 0.01% 204
2024
Q3 		$617K Buy
9,357
+229
+3% +$16.2K 0.01% 204
2024
Q2 		$659K Buy
9,128
+12
+0.1% +$858 0.01% 208
2024
Q1 		$611K Sell
9,116
-341
-4% -$21.9K 0.01% 203
2023
Q4 		$622K Sell
9,457
-769
-8% -$50.5K 0.02% 217
2023
Q3 		$658K Buy
10,226
+577
+6% +$35.9K 0.02% 195
2023
Q2 		$583K Buy
9,649
+166
+2% +$9.96K 0.02% 207
2023
Q1 		$546K Buy
9,483
+838
+10% +$49.3K 0.01% 206
2022
Q4 		$492K Sell
8,645
-199
-2% -$11K 0.02% 224
2022
Q3 		$440K Sell
8,844
-670
-7% -$34.5K 0.01% 219
2022
Q2 		$497K Sell
9,514
-66
-0.7% -$3.71K 0.01% 216
2022
Q1 		$526K Buy
+9,580
New +$509K 0.01% 210

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
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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments's SHEL Position: Q3 2026 in Review

Gradient Investments reduced its Shell (SHEL) stake by 3.3% in Q3 2026, selling an estimated $218K and leaving 70,690 shares worth $6.72M. The position accounts for 0.1% of the portfolio, ranked #169.

Gradient Investments first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Gradient Investments held 70,690 shares of Shell worth $6.72M as of Q3 2026.
  • Gradient Investments sold 2,420 Shell shares in Q3 2026, an estimated $218K.
  • Shell made up 0.1% of Gradient Investments's portfolio in Q3 2026, its #169 holding.
  • Gradient Investments first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.