Net Worth Advisory Group
SHEL icon

Net Worth Advisory Group’s Shell SHEL Stock Holding History

Net Worth Advisory 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 		$1.15M Sell
12,030
-1,143
-9% -$103K 0.29% 67
2026
Q2 		$1.02M Buy
13,173
+1,411
+12% +$122K 0.26% 79
2026
Q1 		$1.09M Sell
11,762
-265
-2% -$21.4K 0.23% 84
2025
Q4 		$884K Buy
12,027
+2,372
+25% +$175K 0.18% 104
2025
Q3 		$691K Buy
9,655
+1,625
+20% +$117K 0.2% 106
2025
Q2 		$565K Buy
8,030
+331
+4% +$22.2K 0.13% 177
2025
Q1 		$564K Sell
7,699
-480
-6% -$32.3K 0.18% 140
2024
Q4 		$512K Sell
8,179
-2,395
-23% -$157K 0.16% 168
2024
Q3 		$697K Buy
+10,574
New +$749K 0.21% 120

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Net Worth Advisory Group's SHEL Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Shell (SHEL) stake by 8.7% in Q3 2026, selling an estimated $103K and leaving 12,030 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #67.

Net Worth Advisory Group first reported a position in SHEL in Q3 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Net Worth Advisory Group held 12,030 shares of Shell worth $1.15M as of Q3 2026.
  • Net Worth Advisory Group sold 1,143 Shell shares in Q3 2026, an estimated $103K.
  • Shell made up 0.29% of Net Worth Advisory Group's portfolio in Q3 2026, its #67 holding.
  • Net Worth Advisory Group first reported a position in Shell in Q3 2024 and has held it in 9 quarters since.
  • 572 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.