Meriwether Wealth & Planning’s Shell SHEL Stock Holding History

Meriwether Wealth & Planning’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	$66.1K	Buy	+695	New	+$62.7K	0.03%	230

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

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 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

Meriwether Wealth & Planning's SHEL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Shell (SHEL) in Q3 2026: 695 shares worth $66.1K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings.

655 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Meriwether Wealth & Planning held 695 shares of Shell worth $66.1K as of Q3 2026.
Shell was a new Meriwether Wealth & Planning position in Q3 2026.
Shell made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #230 holding.
655 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.