MW Advisory’s Shell SHEL Stock Holding History

MW 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	$211K	Buy	+2,225	New	+$201K	0.08%	141

Other funds holding SHEL

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MW Advisory's SHEL Position: Q3 2026 in Review

MW Advisory opened a new position in Shell (SHEL) in Q3 2026: 2,225 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings.

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

MW Advisory held 2,225 shares of Shell worth $211K as of Q3 2026.
Shell was a new MW Advisory position in Q3 2026.
Shell made up 0.08% of MW Advisory's portfolio in Q3 2026, its #141 holding.
486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on MW Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.