PFW Advisors
SHEL icon

PFW Advisors’s Shell SHEL Stock Holding History

PFW Advisors’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 		$202K Sell
2,125
-512
-19% -$46.2K 0.06% 121
2026
Q2 		$204K Sell
2,637
-100
-4% -$8.63K 0.06% 121
2026
Q1 		$255K Hold
2,737
– – 0.08% 103
2025
Q4 		$201K Sell
2,737
-92
-3% -$6.78K 0.06% 120
2025
Q3 		$202K Buy
+2,829
New +$204K 0.06% 127

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

PFW Advisors's SHEL Position: Q3 2026 in Review

PFW Advisors reduced its Shell (SHEL) stake by 19% in Q3 2026, selling an estimated $46.2K and leaving 2,125 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #121.

PFW Advisors first reported a position in SHEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $255K in Q1 2026. 971 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • PFW Advisors held 2,125 shares of Shell worth $202K as of Q3 2026.
  • PFW Advisors sold 512 Shell shares in Q3 2026, an estimated $46.2K.
  • Shell made up 0.06% of PFW Advisors's portfolio in Q3 2026, its #121 holding.
  • PFW Advisors first reported a position in Shell in Q3 2025 and has held it in 5 quarters since.
  • PFW Advisors's Shell position peaked at $255K in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.