Ignite Planners’s Shell SHEL Stock Holding History

Ignite Planners’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	$808K	Buy	8,504 +19	+0.2%	+$1.71K	0.11%	197
2026 Q2	$658K	Buy	8,485 +34	+0.4%	+$2.94K	0.09%	222
2026 Q1	$786K	Buy	8,451 +18	+0.2%	+$1.45K	0.12%	177
2025 Q4	$650K	Buy	8,433 +15	+0.2%	+$1.1K	0.1%	205
2025 Q3	$602K	Buy	8,418 +22	+0.3%	+$1.58K	0.1%	197
2025 Q2	$590K	Sell	8,396 -14	-0.2%	-$938	0.1%	191
2025 Q1	$545K	Buy	8,410 +22	+0.3%	+$1.48K	0.11%	187
2024 Q4	$541K	Buy	8,388 +68	+0.8%	+$4.46K	0.12%	162
2024 Q3	$549K	Buy	8,320 +22	+0.3%	+$1.56K	0.13%	155
2024 Q2	$608K	Buy	8,298 +20	+0.2%	+$1.43K	0.15%	136
2024 Q1	$562K	Buy	8,278 +22	+0.3%	+$1.41K	0.16%	140
2023 Q4	$544K	Buy	8,256 +21	+0.3%	+$1.38K	0.16%	142
2023 Q3	$516K	Buy	8,235 +20	+0.2%	+$1.24K	0.16%	154
2023 Q2	$490K	Buy	8,215 +20	+0.2%	+$1.2K	0.19%	122
2023 Q1	$498K	Buy	8,195 +450	+6%	+$26.5K	0.2%	123
2022 Q4	$453K	Buy	7,745 +1,350	+21%	+$74.4K	0.19%	139
2022 Q3	$334K	Buy	+6,395	New	+$330K	0.27%	116

Other funds holding SHEL

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Ignite Planners's SHEL Position: Q3 2026 in Review

Ignite Planners increased its Shell (SHEL) stake by 0.22% in Q3 2026, buying an estimated $1.71K and bringing the position to 8,504 shares worth $808K. The position accounts for 0.11% of the portfolio, ranked #197.

Ignite Planners first reported a position in SHEL in Q3 2022 and has held it in 17 quarters since. 397 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Ignite Planners held 8,504 shares of Shell worth $808K as of Q3 2026.
Ignite Planners bought 19 Shell shares in Q3 2026, an estimated $1.71K.
Shell made up 0.11% of Ignite Planners's portfolio in Q3 2026, its #197 holding.
Ignite Planners first reported a position in Shell in Q3 2022 and has held it in 17 quarters since.
397 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.