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Plan A Wealth’s Shell SHEL Stock Holding History

Plan A 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 		$824K Buy
8,666
+47
+0.5% +$4.24K 0.29% 44
2026
Q2 		$668K Buy
8,619
+140
+2% +$12.1K 0.28% 57
2026
Q1 		$789K Buy
8,479
+51
+0.6% +$4.12K 0.38% 33
2025
Q4 		$619K Buy
8,428
+5
+0.1% +$368 0.3% 55
2025
Q3 		$603K Buy
8,423
+801
+11% +$57.7K 0.31% 50
2025
Q2 		$537K Buy
7,622
+3,510
+85% +$235K 0.3% 58
2025
Q1 		$301K Buy
+4,112
New +$277K 0.23% 70

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Plan A Wealth's SHEL Position: Q3 2026 in Review

Plan A Wealth increased its Shell (SHEL) stake by 0.55% in Q3 2026, buying an estimated $4.24K and bringing the position to 8,666 shares worth $824K. The position accounts for 0.29% of the portfolio, ranked #44.

Plan A Wealth first reported a position in SHEL in Q1 2025 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Plan A Wealth held 8,666 shares of Shell worth $824K as of Q3 2026.
  • Plan A Wealth bought 47 Shell shares in Q3 2026, an estimated $4.24K.
  • Shell made up 0.29% of Plan A Wealth's portfolio in Q3 2026, its #44 holding.
  • Plan A Wealth first reported a position in Shell in Q1 2025 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.