LVW Advisors
SHEL icon

LVW Advisors’s Shell SHEL Stock Holding History

LVW 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 		$415K Buy
4,371
+762
+21% +$68.8K 0.04% 299
2026
Q2 		$280K Buy
3,609
+467
+15% +$40.3K 0.02% 365
2026
Q1 		$292K Buy
+3,142
New +$254K 0.03% 335

Other funds holding SHEL

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
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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LVW Advisors's SHEL Position: Q3 2026 in Review

LVW Advisors increased its Shell (SHEL) stake by 21% in Q3 2026, buying an estimated $68.8K and bringing the position to 4,371 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #299.

LVW Advisors first reported a position in SHEL in Q1 2026 and has held it in 3 quarters since. 998 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • LVW Advisors held 4,371 shares of Shell worth $415K as of Q3 2026.
  • LVW Advisors bought 762 Shell shares in Q3 2026, an estimated $68.8K.
  • Shell made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #299 holding.
  • LVW Advisors first reported a position in Shell in Q1 2026 and has held it in 3 quarters since.
  • 998 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.