Planned Solutions’s Shell SHEL Stock Holding History

Planned Solutions’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	$386K	Hold	4,056	–	–	0.11%	95
2026 Q2	$315K	Buy	4,056 +173	+4%	+$14.9K	0.09%	110
2026 Q1	$361K	Hold	3,883	–	–	0.12%	84
2025 Q4	$285K	Buy	3,883 +43	+1%	+$3.17K	0.09%	103
2025 Q3	$275K	Buy	+3,840	New	+$277K	0.09%	102
2025 Q2	–	Sell	-3,300	Closed	-$242K	–	130
2025 Q1	$242K	Buy	+3,300	New	+$222K	0.1%	99
2024 Q4	–	Sell	-2,565	Closed	-$169K	–	543
2024 Q3	$169K	Buy	+2,565	New	+$182K	0.07%	133
2024 Q1	–	Sell	-2,325	Closed	-$153K	–	469
2023 Q4	$153K	Sell	2,325 -2,196	-49%	-$144K	0.07%	118
2023 Q3	$291K	Hold	4,521	–	–	0.18%	58
2023 Q2	$273K	Hold	4,521	–	–	0.16%	59
2023 Q1	$260K	Buy	4,521 +140	+3%	+$8.24K	0.16%	58
2022 Q4	$249K	Hold	4,381	–	–	0.18%	56
2022 Q3	$218K	Hold	4,381	–	–	0.18%	60
2022 Q2	$229K	Sell	4,381 -800	-15%	-$44.9K	0.21%	54
2022 Q1	$285K	Buy	+5,181	New	+$275K	0.2%	55

Other funds holding SHEL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

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

ERP

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

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Planned Solutions's SHEL Position: Q3 2026 in Review

Planned Solutions held its Shell (SHEL) position steady in Q3 2026 at 4,056 shares worth $386K. The position accounts for 0.11% of the portfolio, ranked #95.

Planned Solutions first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Planned Solutions held 4,056 shares of Shell worth $386K as of Q3 2026.
Planned Solutions left its Shell share count unchanged in Q3 2026.
Shell made up 0.11% of Planned Solutions's portfolio in Q3 2026, its #95 holding.
Planned Solutions first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
302 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.