Lantz Financial
SHEL icon

Lantz Financial’s Shell SHEL Stock Holding History

Lantz Financial’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 		$501K Buy
5,266
+67
+1% +$6.04K 0.09% 182
2026
Q2 		$403K Sell
5,199
-145
-3% -$12.5K 0.07% 195
2026
Q1 		$497K Buy
5,344
+296
+6% +$23.9K 0.1% 165
2025
Q4 		$371K Buy
5,048
+14
+0.3% +$1.03K 0.08% 191
2025
Q3 		$360K Buy
5,034
+81
+2% +$5.83K 0.08% 189
2025
Q2 		$349K Sell
4,953
-54
-1% -$3.62K 0.09% 170
2025
Q1 		$367K Buy
5,007
+28
+0.6% +$1.89K 0.1% 162
2024
Q4 		$312K Buy
4,979
+101
+2% +$6.62K 0.08% 173
2024
Q3 		$322K Sell
4,878
-36
-0.7% -$2.55K 0.09% 175
2024
Q2 		$355K Buy
4,914
+129
+3% +$9.22K 0.11% 150
2024
Q1 		$321K Buy
4,785
+453
+10% +$29K 0.1% 157
2023
Q4 		$285K Buy
4,332
+570
+15% +$37.4K 0.1% 162
2023
Q3 		$242K Buy
3,762
+429
+13% +$26.7K 0.1% 162
2023
Q2 		$201K Buy
+3,333
New +$200K 0.08% 183

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

Lantz Financial's SHEL Position: Q3 2026 in Review

Lantz Financial increased its Shell (SHEL) stake by 1.3% in Q3 2026, buying an estimated $6.04K and bringing the position to 5,266 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #182.

Lantz Financial first reported a position in SHEL in Q2 2023 and has held it in 14 quarters since. 536 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Lantz Financial held 5,266 shares of Shell worth $501K as of Q3 2026.
  • Lantz Financial bought 67 Shell shares in Q3 2026, an estimated $6.04K.
  • Shell made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #182 holding.
  • Lantz Financial first reported a position in Shell in Q2 2023 and has held it in 14 quarters since.
  • 536 funds tracked by Wall St. Rank held Shell as of Q3 2026.

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