Plan Group Financial’s Shell SHEL Stock Holding History

Plan Group Financial’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	$419K	Buy	3,971 +249	+7%	+$22.5K	0.08%	142
2026 Q2	$289K	Sell	3,722 -1,184	-24%	-$102K	0.06%	178
2026 Q1	$456K	Buy	4,906 +2	+0%	+$162	0.11%	133
2025 Q4	$360K	Hold	4,904	–	–	0.09%	132
2025 Q3	$351K	Buy	4,904 +423	+9%	+$30.5K	0.09%	135
2025 Q2	$315K	Hold	4,481	–	–	0.1%	127
2025 Q1	$328K	Buy	4,481 +580	+15%	+$39.1K	0.12%	115
2024 Q4	$244K	Hold	3,901	–	–	0.13%	99
2024 Q3	$257K	Buy	3,901 +1,000	+34%	+$70.8K	0.14%	96
2024 Q2	$209K	Buy	+2,901	New	+$207K	0.13%	90
2023 Q4	–	Sell	-3,165	Closed	-$204K	–	78
2023 Q3	$204K	Buy	+3,165	New	+$197K	0.15%	68

Other funds holding SHEL

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 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

Plan Group Financial's SHEL Position: Q3 2026 in Review

Plan Group Financial increased its Shell (SHEL) stake by 6.7% in Q3 2026, buying an estimated $22.5K and bringing the position to 3,971 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #142.

Plan Group Financial first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $456K in Q1 2026. 536 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Plan Group Financial held 3,971 shares of Shell worth $419K as of Q3 2026.
Plan Group Financial bought 249 Shell shares in Q3 2026, an estimated $22.5K.
Shell made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #142 holding.
Plan Group Financial first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's Shell position peaked at $456K in Q1 2026.
536 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.