Riversedge Advisors
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Riversedge Advisors’s Shell SHEL Stock Holding History

Riversedge 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 		$762K Buy
8,018
+1,935
+32% +$175K 0.09% 95
2026
Q2 		$472K Buy
6,083
+1,202
+25% +$104K 0.06% 130
2026
Q1 		$454K Buy
4,881
+135
+3% +$10.9K 0.07% 97
2025
Q4 		$349K Buy
4,746
+186
+4% +$13.7K 0.06% 113
2025
Q3 		$326K Buy
4,560
+584
+15% +$42.1K 0.05% 116
2025
Q2 		$280K Sell
3,976
-735
-16% -$49.3K 0.05% 93
2025
Q1 		$345K Buy
4,711
+1,109
+31% +$74.7K 0.08% 80
2024
Q4 		$226K Buy
3,602
+559
+18% +$36.6K 0.05% 91
2024
Q3 		$201K Buy
3,043
+55
+2% +$3.9K 0.05% 93
2024
Q2 		$216K Buy
+2,988
New +$214K 0.05% 84

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Riversedge Advisors's SHEL Position: Q3 2026 in Review

Riversedge Advisors increased its Shell (SHEL) stake by 32% in Q3 2026, buying an estimated $175K and bringing the position to 8,018 shares worth $762K. The position accounts for 0.09% of the portfolio, ranked #95.

Riversedge Advisors first reported a position in SHEL in Q2 2024 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Riversedge Advisors held 8,018 shares of Shell worth $762K as of Q3 2026.
  • Riversedge Advisors bought 1,935 Shell shares in Q3 2026, an estimated $175K.
  • Shell made up 0.09% of Riversedge Advisors's portfolio in Q3 2026, its #95 holding.
  • Riversedge Advisors first reported a position in Shell in Q2 2024 and has held it in 10 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.