Linden Thomas Advisory Services
SHEL icon

Linden Thomas Advisory Services’s Shell SHEL Stock Holding History

Linden Thomas Advisory Services’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 		$1.08M Buy
11,377
+608
+6% +$54.9K 0.09% 341
2026
Q2 		$835K Buy
10,769
+428
+4% +$36.9K 0.07% 363
2026
Q1 		$962K Buy
10,341
+438
+4% +$35.4K 0.09% 324
2025
Q4 		$728K Buy
9,903
+453
+5% +$33.4K 0.07% 357
2025
Q3 		$676K Buy
9,450
+717
+8% +$51.6K 0.07% 363
2025
Q2 		$615K Buy
8,733
+1,307
+18% +$87.6K 0.07% 369
2025
Q1 		$544K Buy
7,426
+791
+12% +$53.3K 0.07% 364
2024
Q4 		$416K Buy
6,635
+1,392
+27% +$91.2K 0.05% 402
2024
Q3 		$346K Buy
5,243
+1,078
+26% +$76.3K 0.05% 407
2024
Q2 		$301K Buy
4,165
+688
+20% +$49.2K 0.05% 398
2024
Q1 		$233K Buy
+3,477
New +$223K 0.04% 405

Other funds holding SHEL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Linden Thomas Advisory Services's SHEL Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its Shell (SHEL) stake by 5.6% in Q3 2026, buying an estimated $54.9K and bringing the position to 11,377 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #341.

Linden Thomas Advisory Services first reported a position in SHEL in Q1 2024 and has held it in 11 quarters since. 739 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Linden Thomas Advisory Services held 11,377 shares of Shell worth $1.08M as of Q3 2026.
  • Linden Thomas Advisory Services bought 608 Shell shares in Q3 2026, an estimated $54.9K.
  • Shell made up 0.09% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #341 holding.
  • Linden Thomas Advisory Services first reported a position in Shell in Q1 2024 and has held it in 11 quarters since.
  • 739 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.