Portside Wealth Group
SHEL icon

Portside Wealth Group’s Shell SHEL Stock Holding History

Portside Wealth Group’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 		$4.12M Buy
43,370
+864
+2% +$78K 0.46% 46
2026
Q2 		$3.3M Buy
42,506
+2,144
+5% +$185K 0.38% 62
2026
Q1 		$3.75M Buy
40,362
+1,580
+4% +$128K 0.51% 44
2025
Q4 		$2.85M Buy
38,782
+1,015
+3% +$74.8K 0.38% 59
2025
Q3 		$2.7M Buy
37,767
+1,610
+4% +$116K 0.37% 63
2025
Q2 		$2.55M Buy
36,157
+797
+2% +$53.4K 0.38% 66
2025
Q1 		$2.59M Buy
35,360
+8,130
+30% +$548K 0.42% 64
2024
Q4 		$1.71M Sell
27,230
-450
-2% -$29.5K 0.28% 82
2024
Q3 		$1.83M Sell
27,680
-1,847
-6% -$131K 0.31% 79
2024
Q2 		$2.13M Sell
29,527
-1,183
-4% -$84.6K 0.41% 65
2024
Q1 		$2.06M Buy
30,710
+230
+0.8% +$14.7K 0.38% 74
2023
Q4 		$2.01M Sell
30,480
-769
-2% -$50.5K 0.37% 76
2023
Q3 		$2.01M Sell
31,249
-3,410
-10% -$212K 0.38% 71
2023
Q2 		$2.09M Buy
+34,659
New +$2.08M 0.39% 68

Other funds holding SHEL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Portside Wealth Group's SHEL Position: Q3 2026 in Review

Portside Wealth Group increased its Shell (SHEL) stake by 2% in Q3 2026, buying an estimated $78K and bringing the position to 43,370 shares worth $4.12M. The position accounts for 0.46% of the portfolio, ranked #46.

Portside Wealth Group first reported a position in SHEL in Q2 2023 and has held it in 14 quarters since. 702 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Portside Wealth Group held 43,370 shares of Shell worth $4.12M as of Q3 2026.
  • Portside Wealth Group bought 864 Shell shares in Q3 2026, an estimated $78K.
  • Shell made up 0.46% of Portside Wealth Group's portfolio in Q3 2026, its #46 holding.
  • Portside Wealth Group first reported a position in Shell in Q2 2023 and has held it in 14 quarters since.
  • 702 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.