Nations Financial Group’s Shell SHEL Stock Holding History

Nations Financial 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	$421K	Sell	4,431 -363	-8%	-$32.8K	0.02%	569
2026 Q2	$372K	Sell	4,794 -329	-6%	-$28.4K	0.02%	604
2026 Q1	$476K	Sell	5,123 -216	-4%	-$17.5K	0.02%	551
2025 Q4	$392K	Buy	5,339 +2,174	+69%	+$160K	0.02%	570
2025 Q3	$226K	Buy	3,165 +182	+6%	+$13.1K	0.01%	648
2025 Q2	$210K	Buy	2,983 +103	+4%	+$6.9K	0.01%	638
2025 Q1	$211K	Sell	2,880 -597	-17%	-$40.2K	0.02%	605
2024 Q4	$218K	Buy	3,477 +268	+8%	+$17.6K	0.02%	625
2024 Q3	$212K	Buy	3,209 +247	+8%	+$17.5K	0.02%	640
2024 Q2	$214K	Buy	+2,962	New	+$212K	0.02%	599
2023 Q4	–	Sell	-4,290	Closed	-$276K	–	646
2023 Q3	$276K	Buy	4,290 +360	+9%	+$22.4K	0.03%	511
2023 Q2	$237K	Buy	3,930 +200	+5%	+$12K	0.02%	557
2023 Q1	$215K	Buy	+3,730	New	+$219K	0.02%	561

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Nations Financial Group's SHEL Position: Q3 2026 in Review

Nations Financial Group reduced its Shell (SHEL) stake by 7.6% in Q3 2026, selling an estimated $32.8K and leaving 4,431 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #569.

Nations Financial Group first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $476K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Nations Financial Group held 4,431 shares of Shell worth $421K as of Q3 2026.
Nations Financial Group sold 363 Shell shares in Q3 2026, an estimated $32.8K.
Shell made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #569 holding.
Nations Financial Group first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Nations Financial Group's Shell position peaked at $476K in Q1 2026.
1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.