McAdam LLC’s Shell SHEL Stock Holding History

McAdam LLC’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	$465K	Buy	4,888 +291	+6%	+$26.3K	0.02%	287
2026 Q2	$356K	Sell	4,597 -238	-5%	-$20.5K	0.01%	346
2026 Q1	$450K	Buy	4,835 +228	+5%	+$18.4K	0.02%	257
2025 Q4	$339K	Sell	4,607 -125	-3%	-$9.21K	0.02%	307
2025 Q3	$338K	Buy	4,732 +3	+0.1%	+$216	0.02%	280
2025 Q2	$333K	Buy	4,729 +87	+2%	+$5.83K	0.02%	266
2025 Q1	$340K	Sell	4,642 -26	-0.6%	-$1.75K	0.02%	244
2024 Q4	$292K	Buy	4,668 +16	+0.3%	+$1.05K	0.02%	282
2024 Q3	$307K	Hold	4,652	–	–	0.02%	253
2024 Q2	$336K	Buy	4,652 +2	+0%	+$143	0.02%	222
2024 Q1	$312K	Hold	4,650	–	–	0.02%	221
2023 Q4	$306K	Hold	4,650	–	–	0.02%	210
2023 Q3	$299K	Buy	4,650 +417	+10%	+$26K	0.02%	204
2023 Q2	$256K	Hold	4,233	–	–	0.02%	220
2023 Q1	$244K	Buy	+4,233	New	+$249K	0.02%	220

Other funds holding SHEL

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

McAdam LLC's SHEL Position: Q3 2026 in Review

McAdam LLC increased its Shell (SHEL) stake by 6.3% in Q3 2026, buying an estimated $26.3K and bringing the position to 4,888 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #287.

McAdam LLC first reported a position in SHEL in Q1 2023 and has held it in 15 quarters since. 556 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

McAdam LLC held 4,888 shares of Shell worth $465K as of Q3 2026.
McAdam LLC bought 291 Shell shares in Q3 2026, an estimated $26.3K.
Shell made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #287 holding.
McAdam LLC first reported a position in Shell in Q1 2023 and has held it in 15 quarters since.
556 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.