RFG - Bristol Wealth Advisors’s Shell SHEL Stock Holding History

RFG - Bristol Wealth Advisors’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	$2.11M	Buy	22,159 +1	+0%	+$90	0.5%	44
2026 Q2	$1.72M	Hold	22,158	–	–	0.42%	49
2026 Q1	$2.06M	Hold	22,158	–	–	0.56%	39
2025 Q4	$1.63M	Sell	22,158 -1,500	-6%	-$110K	0.45%	50
2025 Q3	$1.69M	Hold	23,658	–	–	0.49%	49
2025 Q2	$1.67M	Sell	23,658 -8,409	-26%	-$564K	0.52%	42
2025 Q1	$2.35M	Hold	32,067	–	–	0.79%	29
2024 Q4	$2.01M	Buy	+32,067	New	+$2.1M	0.66%	33

Other funds holding SHEL

DLA

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

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

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

RFG - Bristol Wealth Advisors's SHEL Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Shell (SHEL) stake by 0% in Q3 2026, buying an estimated $90 and bringing the position to 22,159 shares worth $2.11M. The position accounts for 0.5% of the portfolio, ranked #44.

RFG - Bristol Wealth Advisors first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q1 2025. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

RFG - Bristol Wealth Advisors held 22,159 shares of Shell worth $2.11M as of Q3 2026.
RFG - Bristol Wealth Advisors bought 1 Shell share in Q3 2026, an estimated $90.
Shell made up 0.5% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #44 holding.
RFG - Bristol Wealth Advisors first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's Shell position peaked at $2.35M in Q1 2025.
90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.