Integrated Advisors Network
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Integrated Advisors Network’s Shell SHEL Stock Holding History

Integrated Advisors Network’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 		$1.54M Sell
16,180
-376
-2% -$33.9K 0.07% 251
2026
Q2 		$1.28M Buy
16,556
+18
+0.1% +$1.55K 0.06% 283
2026
Q1 		$1.54M Buy
16,538
+6,329
+62% +$511K 0.08% 245
2025
Q4 		$750K Sell
10,209
-601
-6% -$44.3K 0.03% 403
2025
Q3 		$773K Buy
10,810
+184
+2% +$13.2K 0.03% 417
2025
Q2 		$748K Sell
10,626
-30,625
-74% -$2.05M 0.03% 415
2025
Q1 		$3.02M Buy
41,251
+30,943
+300% +$2.08M 0.15% 151
2024
Q4 		$646K Sell
10,308
-6,471
-39% -$424K 0.03% 397
2024
Q3 		$1.11M Buy
16,779
+55
+0.3% +$3.9K 0.05% 297
2024
Q2 		$1.21M Buy
16,724
+279
+2% +$19.9K 0.06% 277
2024
Q1 		$1.1M Sell
16,445
-49,574
-75% -$3.18M 0.06% 294
2023
Q4 		$4.34M Sell
66,019
-526
-0.8% -$34.5K 0.25% 111
2023
Q3 		$4.28M Buy
66,545
+56,195
+543% +$3.5M 0.26% 104
2023
Q2 		$625K Buy
10,350
+2,097
+25% +$126K 0.04% 377
2023
Q1 		$475K Sell
8,253
-480
-5% -$28.2K 0.03% 442
2022
Q4 		$497K Buy
8,733
+69
+0.8% +$3.8K 0.03% 415
2022
Q3 		$431K Sell
8,664
-85,882
-91% -$4.43M 0.03% 426
2022
Q2 		$4.94M Buy
94,546
+13,194
+16% +$741K 0.32% 80
2022
Q1 		$4.47M Buy
+81,352
New +$4.32M 0.26% 93

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Integrated Advisors Network's SHEL Position: Q3 2026 in Review

Integrated Advisors Network reduced its Shell (SHEL) stake by 2.3% in Q3 2026, selling an estimated $33.9K and leaving 16,180 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #251.

Integrated Advisors Network first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.94M in Q2 2022. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Integrated Advisors Network held 16,180 shares of Shell worth $1.54M as of Q3 2026.
  • Integrated Advisors Network sold 376 Shell shares in Q3 2026, an estimated $33.9K.
  • Shell made up 0.07% of Integrated Advisors Network's portfolio in Q3 2026, its #251 holding.
  • Integrated Advisors Network first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Integrated Advisors Network's Shell position peaked at $4.94M in Q2 2022.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.