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McCarley & Cook Financial Planners’s Shell SHEL Stock Holding History

McCarley & Cook Financial Planners’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 		$14.3K Hold
150
– – 0.01% 158
2026
Q2 		$11.6K Sell
150
-12
-7% -$1.04K 0.01% 153
2026
Q1 		$15.1K Sell
162
-83
-34% -$6.71K 0.01% 145
2025
Q4 		$18K Buy
+245
New +$18K 0.02% 125

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

McCarley & Cook Financial Planners's SHEL Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Shell (SHEL) position steady in Q3 2026 at 150 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #158.

McCarley & Cook Financial Planners first reported a position in SHEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $18K in Q4 2025. 563 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • McCarley & Cook Financial Planners held 150 shares of Shell worth $14.3K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #158 holding.
  • McCarley & Cook Financial Planners first reported a position in Shell in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Shell position peaked at $18K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.