Herold Advisors
SHEL icon

Herold Advisors’s Shell SHEL Stock Holding History

Herold Advisors’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 		$2.06M Sell
21,629
-202
-0.9% -$18.2K 0.4% 66
2026
Q2 		$1.7M Buy
21,831
+9
+0% +$777 0.34% 83
2026
Q1 		$2.03M Buy
21,822
+7
+0% +$566 0.45% 61
2025
Q4 		$1.6M Buy
21,815
+9
+0% +$663 0.36% 73
2025
Q3 		$1.56M Buy
21,806
+8
+0% +$576 0.36% 76
2025
Q2 		$1.53M Buy
21,798
+859
+4% +$57.6K 0.32% 85
2025
Q1 		$1.53M Buy
20,939
+8
+0% +$539 0.34% 87
2024
Q4 		$1.31M Sell
20,931
-91
-0.4% -$5.96K 0.29% 94
2024
Q3 		$1.39M Buy
21,022
+8
+0% +$567 0.3% 92
2024
Q2 		$1.52M Sell
21,014
-91
-0.4% -$6.5K 0.35% 78
2024
Q1 		$1.41M Buy
21,105
+207
+1% +$13.3K 0.34% 81
2023
Q4 		$1.38M Buy
20,898
+78
+0.4% +$5.12K 0.38% 78
2023
Q3 		$1.34M Sell
20,820
-790
-4% -$49.2K 0.41% 70
2023
Q2 		$1.3M Sell
21,610
-489
-2% -$29.3K 0.4% 75
2023
Q1 		$1.27M Buy
22,099
+111
+0.5% +$6.53K 0.44% 76
2022
Q4 		$1.25M Buy
21,988
+1,010
+5% +$55.7K 0.53% 62
2022
Q3 		$1.04M Buy
+20,978
New +$1.08M 0.5% 67
2022
Q2 		– Sell
-20,057
Closed -$1.13M – 583
2022
Q1 		$1.1M Buy
+20,057
New +$1.06M 0.39% 80

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors's SHEL Position: Q3 2026 in Review

Herold Advisors reduced its Shell (SHEL) stake by 0.93% in Q3 2026, selling an estimated $18.2K and leaving 21,629 shares worth $2.06M. The position accounts for 0.4% of the portfolio, ranked #66.

Herold Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 543 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Herold Advisors held 21,629 shares of Shell worth $2.06M as of Q3 2026.
  • Herold Advisors sold 202 Shell shares in Q3 2026, an estimated $18.2K.
  • Shell made up 0.4% of Herold Advisors's portfolio in Q3 2026, its #66 holding.
  • Herold Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 543 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.