MAFA
SHEL icon

MJT & Associates Financial Advisory’s Shell SHEL Stock Holding History

MJT & Associates Financial Advisory’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 		$6.27K Hold
66
– – ﹤0.01% 246
2026
Q2 		$5.12K Hold
66
– – ﹤0.01% 282
2026
Q1 		$6.14K Hold
66
– – ﹤0.01% 241
2025
Q4 		$4.85K Hold
66
– – ﹤0.01% 284
2025
Q3 		$4.72K Buy
+66
New +$4.75K ﹤0.01% 299

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MJT & Associates Financial Advisory's SHEL Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Shell (SHEL) position steady in Q3 2026 at 66 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

MJT & Associates Financial Advisory first reported a position in SHEL in Q3 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • MJT & Associates Financial Advisory held 66 shares of Shell worth $6.27K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Shell share count unchanged in Q3 2026.
  • Shell made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #246 holding.
  • MJT & Associates Financial Advisory first reported a position in Shell in Q3 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.