Lantern Wealth Advisors
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Lantern Wealth Advisors’s Shell SHEL Stock Holding History

Lantern Wealth Advisors’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 		$209K Buy
+2,200
New +$199K 0.09% 186
2026
Q2 		– Sell
-2,469
Closed -$230K – 193
2026
Q1 		$230K Buy
+2,469
New +$200K 0.12% 158

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lantern Wealth Advisors's SHEL Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in Shell (SHEL) in Q3 2026: 2,200 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in SHEL as recently as Q1 2026.

Lantern Wealth Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $230K in Q1 2026. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Lantern Wealth Advisors held 2,200 shares of Shell worth $209K as of Q3 2026.
  • Shell was a new Lantern Wealth Advisors position in Q3 2026.
  • Shell made up 0.09% of Lantern Wealth Advisors's portfolio in Q3 2026, its #186 holding.
  • Lantern Wealth Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Lantern Wealth Advisors's Shell position peaked at $230K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.