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Nautilus Advisors’s Shell SHEL Stock Holding History

Nautilus Advisors’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 		$626K Buy
6,590
+76
+1% +$6.86K 0.38% 75
2026
Q2 		$536K Buy
6,514
+10
+0.2% +$863 0.32% 93
2026
Q1 		$605K Sell
6,504
-158
-2% -$12.8K 0.41% 74
2025
Q4 		$490K Buy
6,662
+4
+0.1% +$295 0.32% 87
2025
Q3 		$476K Buy
6,658
+1,438
+28% +$104K 0.32% 88
2025
Q2 		$368K Hold
5,220
– – 0.27% 105
2025
Q1 		$383K Sell
5,220
-809
-13% -$54.5K 0.32% 89
2024
Q4 		$378K Buy
+6,029
New +$395K 0.3% 93

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

Nautilus Advisors's SHEL Position: Q3 2026 in Review

Nautilus Advisors increased its Shell (SHEL) stake by 1.2% in Q3 2026, buying an estimated $6.86K and bringing the position to 6,590 shares worth $626K. The position accounts for 0.38% of the portfolio, ranked #75.

Nautilus Advisors first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Nautilus Advisors held 6,590 shares of Shell worth $626K as of Q3 2026.
  • Nautilus Advisors bought 76 Shell shares in Q3 2026, an estimated $6.86K.
  • Shell made up 0.38% of Nautilus Advisors's portfolio in Q3 2026, its #75 holding.
  • Nautilus Advisors first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.