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 Q2	$3.47K	Hold	45	–	–	﹤0.01%	304
2026 Q1	$4.16K	Hold	45	–	–	﹤0.01%	298
2025 Q4	$3.29K	Buy	+45	New	+$3.31K	﹤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	$2.81K	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

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return