Noble Wealth Management PBC’s Shell SHEL Stock Holding History

Noble Wealth Management PBC’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	$179K	Hold	1,886	–	–	0.08%	167
2026 Q2	$146K	Hold	1,886	–	–	0.07%	182
2026 Q1	$175K	Hold	1,886	–	–	0.09%	158
2025 Q4	$139K	Buy	+1,886	New	+$139K	0.07%	173

Other funds holding SHEL

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

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Noble Wealth Management PBC's SHEL Position: Q3 2026 in Review

Noble Wealth Management PBC held its Shell (SHEL) position steady in Q3 2026 at 1,886 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #167.

Noble Wealth Management PBC first reported a position in SHEL in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Noble Wealth Management PBC held 1,886 shares of Shell worth $179K as of Q3 2026.
Noble Wealth Management PBC left its Shell share count unchanged in Q3 2026.
Shell made up 0.08% of Noble Wealth Management PBC's portfolio in Q3 2026, its #167 holding.
Noble Wealth Management PBC first reported a position in Shell in Q4 2025 and has held it in 4 quarters since.
90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.