MASECO Private Wealth
SHEL icon

MASECO Private Wealth’s Shell SHEL Stock Holding History

MASECO Private Wealth’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 		$19.4K Hold
204
– – ﹤0.01% 236
2026
Q2 		$15.8K Buy
204
+41
+25% +$3.54K ﹤0.01% 228
2026
Q1 		$15.2K Buy
+163
New +$13.2K ﹤0.01% 216

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

MASECO Private Wealth's SHEL Position: Q3 2026 in Review

MASECO Private Wealth held its Shell (SHEL) position steady in Q3 2026 at 204 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

MASECO Private Wealth first reported a position in SHEL in Q1 2026 and has held it in 3 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • MASECO Private Wealth held 204 shares of Shell worth $19.4K as of Q3 2026.
  • MASECO Private Wealth left its Shell share count unchanged in Q3 2026.
  • Shell made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #236 holding.
  • MASECO Private Wealth first reported a position in Shell in Q1 2026 and has held it in 3 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.