Hoese & Co’s Shell SHEL Stock Holding History

Hoese & Co’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	$47.5K	Hold	500	–	–	0.03%	113
2026 Q2	$38.8K	Buy	+500	New	+$43.2K	0.03%	124
2025 Q3	–	Sell	-300	Closed	-$21.1K	–	147
2025 Q2	$21.1K	Hold	300	–	–	0.02%	123
2025 Q1	$22K	Hold	300	–	–	0.02%	99
2024 Q4	$18.8K	Hold	300	–	–	0.02%	106
2024 Q3	$19.8K	Hold	300	–	–	0.02%	98
2024 Q2	$21.8K	Hold	300	–	–	0.02%	86
2024 Q1	$18.8K	Hold	300	–	–	0.02%	91
2023 Q4	$19.7K	Hold	300	–	–	0.02%	95
2023 Q3	$19.3K	Hold	300	–	–	0.02%	98
2023 Q2	$18.1K	Hold	300	–	–	0.02%	104
2023 Q1	$18.2K	Hold	300	–	–	0.02%	100
2022 Q4	$18K	Hold	300	–	–	0.02%	109
2022 Q3	$15K	Hold	300	–	–	0.02%	117
2022 Q2	$16K	Hold	300	–	–	0.02%	116
2022 Q1	$16K	Buy	+300	New	+$15.9K	0.02%	126

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

Hoese & Co's SHEL Position: Q3 2026 in Review

Hoese & Co held its Shell (SHEL) position steady in Q3 2026 at 500 shares worth $47.5K. The position accounts for 0.03% of the portfolio, ranked #113.

Hoese & Co first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 575 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Hoese & Co held 500 shares of Shell worth $47.5K as of Q3 2026.
Hoese & Co left its Shell share count unchanged in Q3 2026.
Shell made up 0.03% of Hoese & Co's portfolio in Q3 2026, its #113 holding.
Hoese & Co first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
575 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.