PFS Partners’s Shell SHEL Stock Holding History

PFS Partners’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	$512K	Buy	5,385 +41	+0.8%	+$3.7K	0.21%	53
2026 Q2	$414K	Buy	5,344 +50	+0.9%	+$4.32K	0.17%	60
2026 Q1	$492K	Buy	5,294 +38	+0.7%	+$3.07K	0.23%	44
2025 Q4	$386K	Buy	5,256 +48	+0.9%	+$3.54K	0.18%	50
2025 Q3	$373K	Buy	5,208 +48	+0.9%	+$3.46K	0.18%	48
2025 Q2	$363K	Buy	5,160 +48	+0.9%	+$3.22K	0.18%	44
2025 Q1	$375K	Buy	5,112 +46	+0.9%	+$3.1K	0.2%	43
2024 Q4	$317K	Buy	5,066 +53	+1%	+$3.47K	0.17%	49
2024 Q3	$331K	Buy	5,013 +45	+0.9%	+$3.19K	0.19%	44
2024 Q2	$359K	Buy	4,968 +44	+0.9%	+$3.14K	0.22%	38
2024 Q1	$330K	Buy	4,924 +46	+0.9%	+$2.95K	0.22%	38
2023 Q4	$321K	Buy	4,878 +4,500	+1,190%	+$295K	0.22%	37
2023 Q3	$24.3K	Hold	378	–	–	0.02%	163
2023 Q2	$22.8K	Hold	378	–	–	0.02%	179
2023 Q1	$21.8K	Hold	378	–	–	0.02%	157
2022 Q4	$21.5K	Hold	378	–	–	0.02%	145
2022 Q3	$18.8K	Sell	378 -50	-12%	-$2.58K	0.02%	149
2022 Q2	$22.4K	Hold	428	–	–	0.02%	141
2022 Q1	$23.5K	Buy	+428	New	+$22.7K	0.02%	149

Other funds holding SHEL

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

PFS Partners's SHEL Position: Q3 2026 in Review

PFS Partners increased its Shell (SHEL) stake by 0.77% in Q3 2026, buying an estimated $3.7K and bringing the position to 5,385 shares worth $512K. The position accounts for 0.21% of the portfolio, ranked #53.

PFS Partners first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 397 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

PFS Partners held 5,385 shares of Shell worth $512K as of Q3 2026.
PFS Partners bought 41 Shell shares in Q3 2026, an estimated $3.7K.
Shell made up 0.21% of PFS Partners's portfolio in Q3 2026, its #53 holding.
PFS Partners first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
397 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.