Peterson Wealth Services
SHEL icon

Peterson Wealth Services’s Shell SHEL Stock Holding History

Peterson Wealth 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 		– Sell
-47
Closed -$3.64K – 244
2026
Q2 		$3.64K Buy
+47
New +$4.06K ﹤0.01% 212

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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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Peterson Wealth Services's SHEL Position: Q3 2026 in Review

Peterson Wealth Services sold out of Shell (SHEL) in Q3 2026, closing a stake of 47 shares — an estimated $3.64K sold.

Peterson Wealth Services first reported a position in SHEL in Q2 2026 and held it in 1 quarter. The position peaked at $3.64K in Q2 2026. 919 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Peterson Wealth Services reported no remaining Shell position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 47 Shell shares in Q3 2026, an estimated $3.64K.
  • Peterson Wealth Services first reported a position in Shell in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Services's Shell position peaked at $3.64K in Q2 2026.
  • 919 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.