Howard Financial Services
SHEL icon

Howard Financial Services’s Shell SHEL Stock Holding History

Howard Financial Services’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 		$321K Buy
3,375
+211
+7% +$19K 0.03% 180
2026
Q2 		$245K Buy
+3,164
New +$273K 0.03% 198

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Mackenzie Financial
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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
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Citigroup
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Penn Davis McFarland
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Howard Financial Services's SHEL Position: Q3 2026 in Review

Howard Financial Services increased its Shell (SHEL) stake by 6.7% in Q3 2026, buying an estimated $19K and bringing the position to 3,375 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #180.

Howard Financial Services first reported a position in SHEL in Q2 2026 and has held it in 2 quarters since. 836 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Howard Financial Services held 3,375 shares of Shell worth $321K as of Q3 2026.
  • Howard Financial Services bought 211 Shell shares in Q3 2026, an estimated $19K.
  • Shell made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #180 holding.
  • Howard Financial Services first reported a position in Shell in Q2 2026 and has held it in 2 quarters since.
  • 836 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.