Mather Group
SHEL icon

Mather Group’s Shell SHEL Stock Holding History

Mather Group’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 		$1.67M Sell
17,533
-940
-5% -$84.8K 0.01% 290
2026
Q2 		$1.43M Buy
18,473
+849
+5% +$73.3K 0.01% 320
2026
Q1 		$1.64M Sell
17,624
-169
-0.9% -$13.7K 0.02% 254
2025
Q4 		$1.31M Buy
17,793
+186
+1% +$13.7K 0.01% 249
2025
Q3 		$1.26M Sell
17,607
-67
-0.4% -$4.82K 0.01% 250
2025
Q2 		$1.24M Buy
17,674
+468
+3% +$31.4K 0.01% 241
2025
Q1 		$1.26M Buy
17,206
+520
+3% +$35K 0.01% 228
2024
Q4 		$1.05M Buy
16,686
+1,512
+10% +$99.1K 0.01% 235
2024
Q3 		$1M Sell
15,174
-476
-3% -$33.7K 0.01% 246
2024
Q2 		$1.05M Buy
15,650
+3,543
+29% +$253K 0.01% 259
2024
Q1 		$797K Sell
12,107
-811
-6% -$52K 0.01% 256
2023
Q4 		$850K Hold
12,918
– – 0.01% 252
2023
Q3 		$832K Sell
12,918
-1,159
-8% -$72.1K 0.01% 243
2023
Q2 		$850K Buy
14,077
+1,512
+12% +$90.7K 0.01% 250
2023
Q1 		$723K Buy
12,565
+1,343
+12% +$79K 0.01% 265
2022
Q4 		$639K Sell
11,222
-363
-3% -$20K 0.01% 277
2022
Q3 		$576K Sell
11,585
-152
-1% -$7.83K 0.01% 264
2022
Q2 		$614K Buy
11,737
+128
+1% +$7.19K 0.01% 227
2022
Q1 		$638K Buy
+11,609
New +$616K 0.01% 228

Other funds holding SHEL

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 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
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Mather Group's SHEL Position: Q3 2026 in Review

Mather Group reduced its Shell (SHEL) stake by 5.1% in Q3 2026, selling an estimated $84.8K and leaving 17,533 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #290.

Mather Group first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 445 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Mather Group held 17,533 shares of Shell worth $1.67M as of Q3 2026.
  • Mather Group sold 940 Shell shares in Q3 2026, an estimated $84.8K.
  • Shell made up 0.01% of Mather Group's portfolio in Q3 2026, its #290 holding.
  • Mather Group first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 445 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.