RHS Financial
SHEL icon

RHS Financial’s Shell SHEL Stock Holding History

RHS 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 		$213K Sell
2,239
-1,223
-35% -$110K 0.07% 174
2026
Q2 		$268K Sell
3,462
-1,059
-23% -$91.4K 0.11% 139
2026
Q1 		$420K Buy
4,521
+520
+13% +$42K 0.2% 87
2025
Q4 		$294K Buy
+4,001
New +$295K 0.14% 115
2025
Q3 		– Sell
-3,073
Closed -$216K – 139
2025
Q2 		$216K Sell
3,073
-1,253
-29% -$84K 0.12% 122
2025
Q1 		$317K Sell
4,326
-1,341
-24% -$90.3K 0.18% 99
2024
Q4 		$355K Buy
5,667
+173
+3% +$11.3K 0.18% 95
2024
Q3 		$362K Buy
+5,494
New +$389K 0.18% 97

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

RHS Financial's SHEL Position: Q3 2026 in Review

RHS Financial reduced its Shell (SHEL) stake by 35% in Q3 2026, selling an estimated $110K and leaving 2,239 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #174.

RHS Financial first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $420K in Q1 2026. 855 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • RHS Financial held 2,239 shares of Shell worth $213K as of Q3 2026.
  • RHS Financial sold 1,223 Shell shares in Q3 2026, an estimated $110K.
  • Shell made up 0.07% of RHS Financial's portfolio in Q3 2026, its #174 holding.
  • RHS Financial first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • RHS Financial's Shell position peaked at $420K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.