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Insight Wealth Strategies’s Shell SHEL Stock Holding History

Insight Wealth Strategies’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 		$242K Buy
+2,549
New +$230K 0.02% 180
2026
Q2 		– Sell
-2,549
Closed -$237K – 198
2026
Q1 		$237K Buy
+2,549
New +$206K 0.03% 166

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Insight Wealth Strategies's SHEL Position: Q3 2026 in Review

Insight Wealth Strategies opened a new position in Shell (SHEL) in Q3 2026: 2,549 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in SHEL as recently as Q1 2026.

Insight Wealth Strategies first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Insight Wealth Strategies held 2,549 shares of Shell worth $242K as of Q3 2026.
  • Shell was a new Insight Wealth Strategies position in Q3 2026.
  • Shell made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #180 holding.
  • Insight Wealth Strategies first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.