Principle Wealth Partners
SHEL icon

Principle Wealth Partners’s Shell SHEL Stock Holding History

Principle Wealth Partners’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 		$771K Buy
8,114
+135
+2% +$12.2K 0.04% 210
2026
Q2 		$619K Buy
7,979
+339
+4% +$29.3K 0.03% 227
2026
Q1 		$710K Sell
7,640
-360
-5% -$29.1K 0.04% 202
2025
Q4 		$588K Buy
8,000
+346
+5% +$25.5K 0.03% 222
2025
Q3 		$547K Buy
7,654
+589
+8% +$42.4K 0.03% 225
2025
Q2 		$497K Hold
7,065
– – 0.03% 231
2025
Q1 		$518K Hold
7,065
– – 0.04% 221
2024
Q4 		$443K Buy
7,065
+200
+3% +$13.1K 0.03% 232
2024
Q3 		$453K Buy
6,865
+200
+3% +$14.2K 0.03% 241
2024
Q2 		$481K Buy
6,665
+331
+5% +$23.7K 0.04% 225
2024
Q1 		$425K Hold
6,334
– – 0.03% 239
2023
Q4 		$417K Buy
6,334
+100
+2% +$6.56K 0.04% 224
2023
Q3 		$401K Hold
6,234
– – 0.04% 224
2023
Q2 		$376K Hold
6,234
– – 0.04% 231
2023
Q1 		$359K Sell
6,234
-32
-0.5% -$1.88K 0.04% 226
2022
Q4 		$357K Buy
6,266
+520
+9% +$28.7K 0.04% 231
2022
Q3 		$272K Buy
5,746
+270
+5% +$13.9K 0.03% 244
2022
Q2 		$286K Sell
5,476
-270
-5% -$15.2K 0.03% 253
2022
Q1 		$301K Buy
+5,746
New +$305K 0.03% 258

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Principle Wealth Partners's SHEL Position: Q3 2026 in Review

Principle Wealth Partners increased its Shell (SHEL) stake by 1.7% in Q3 2026, buying an estimated $12.2K and bringing the position to 8,114 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #210.

Principle Wealth Partners first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 919 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Principle Wealth Partners held 8,114 shares of Shell worth $771K as of Q3 2026.
  • Principle Wealth Partners bought 135 Shell shares in Q3 2026, an estimated $12.2K.
  • Shell made up 0.04% of Principle Wealth Partners's portfolio in Q3 2026, its #210 holding.
  • Principle Wealth Partners first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 919 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.