Olistico Wealth
SHEL icon

Olistico Wealth’s Shell SHEL Stock Holding History

Olistico Wealth’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 		$4.26K Hold
45
– – ﹤0.01% 310
2026
Q2 		$3.47K Hold
45
– – ﹤0.01% 304
2026
Q1 		$4.16K Hold
45
– – ﹤0.01% 298
2025
Q4 		$3.29K Buy
+45
New +$3.32K ﹤0.01% 298
2025
Q3 		– Sell
-45
Closed -$3.15K – 292
2025
Q2 		$3.15K Buy
45
+1
+2% +$67 ﹤0.01% 315
2025
Q1 		$3.28K Sell
44
-1
-2% -$67 ﹤0.01% 286
2024
Q4 		$2.8K Buy
45
+1
+2% +$66 ﹤0.01% 280
2024
Q3 		$2.95K Sell
44
-1
-2% -$71 ﹤0.01% 283
2024
Q2 		$3.23K Buy
+45
New +$3.22K ﹤0.01% 275

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

Olistico Wealth's SHEL Position: Q3 2026 in Review

Olistico Wealth held its Shell (SHEL) position steady in Q3 2026 at 45 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Olistico Wealth first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Olistico Wealth held 45 shares of Shell worth $4.26K as of Q3 2026.
  • Olistico Wealth left its Shell share count unchanged in Q3 2026.
  • Shell made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #310 holding.
  • Olistico Wealth first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • 575 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.