NWF Advisory Services’s Shell SHEL Stock Holding History

NWF Advisory Services’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	$365K	Buy	3,835 +59	+2%	+$5.32K	0.03%	277
2026 Q2	$293K	Buy	3,776 +60	+2%	+$5.18K	0.03%	318
2026 Q1	$346K	Sell	3,716 -1,488	-29%	-$120K	0.04%	271
2025 Q4	$382K	Buy	5,204 +53	+1%	+$3.9K	0.04%	242
2025 Q3	$369K	Buy	5,151 +929	+22%	+$66.9K	0.04%	253
2025 Q2	$297K	Buy	+4,222	New	+$283K	0.04%	298
2024 Q4	–	Sell	-3,914	Closed	-$258K	–	402
2024 Q3	$258K	Buy	3,914 +108	+3%	+$7.65K	0.04%	263
2024 Q2	$275K	Buy	3,806 +108	+3%	+$7.72K	0.04%	236
2024 Q1	$248K	Buy	3,698 +299	+9%	+$19.2K	0.04%	249
2023 Q4	$224K	Buy	+3,399	New	+$223K	0.04%	243

Other funds holding SHEL

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services's SHEL Position: Q3 2026 in Review

NWF Advisory Services increased its Shell (SHEL) stake by 1.6% in Q3 2026, buying an estimated $5.32K and bringing the position to 3,835 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #277.

NWF Advisory Services first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $382K in Q4 2025. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

NWF Advisory Services held 3,835 shares of Shell worth $365K as of Q3 2026.
NWF Advisory Services bought 59 Shell shares in Q3 2026, an estimated $5.32K.
Shell made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #277 holding.
NWF Advisory Services first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
NWF Advisory Services's Shell position peaked at $382K in Q4 2025.
486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.