Root Financial Partners
SHEL icon

Root Financial Partners’s Shell SHEL Stock Holding History

Root Financial 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 		$266K Buy
+2,803
New +$253K 0.01% 347
2026
Q2 		– Sell
-2,067
Closed -$192K – 2695
2026
Q1 		$192K Sell
2,067
-775
-27% -$62.6K 0.01% 338
2025
Q4 		$209K Buy
2,842
+618
+28% +$45.5K 0.01% 289
2025
Q3 		$159K Buy
+2,224
New +$160K 0.01% 322

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Root Financial Partners's SHEL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Shell (SHEL) in Q3 2026: 2,803 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHEL as recently as Q1 2026.

Root Financial Partners first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Root Financial Partners held 2,803 shares of Shell worth $266K as of Q3 2026.
  • Shell was a new Root Financial Partners position in Q3 2026.
  • Shell made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #347 holding.
  • Root Financial Partners first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.