Seamount Financial Group’s Shell SHEL Stock Holding History

Seamount Financial Group’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	$698K	Sell	7,342 -60	-0.8%	-$5.41K	0.27%	74
2026 Q2	$574K	Sell	7,402 -925	-11%	-$79.8K	0.23%	88
2026 Q1	$774K	Sell	8,327 -450	-5%	-$36.4K	0.35%	63
2025 Q4	$645K	Sell	8,777 -186	-2%	-$13.7K	0.29%	74
2025 Q3	$641K	Sell	8,963 -333	-4%	-$24K	0.3%	72
2025 Q2	$655K	Buy	9,296 +4,900	+111%	+$328K	0.34%	71
2025 Q1	$322K	Buy	4,396 +500	+13%	+$33.7K	0.22%	83
2024 Q4	$244K	Buy	+3,896	New	+$255K	0.17%	96

Other funds holding SHEL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Seamount Financial Group's SHEL Position: Q3 2026 in Review

Seamount Financial Group reduced its Shell (SHEL) stake by 0.81% in Q3 2026, selling an estimated $5.41K and leaving 7,342 shares worth $698K. The position accounts for 0.27% of the portfolio, ranked #74.

Seamount Financial Group first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $774K in Q1 2026. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Seamount Financial Group held 7,342 shares of Shell worth $698K as of Q3 2026.
Seamount Financial Group sold 60 Shell shares in Q3 2026, an estimated $5.41K.
Shell made up 0.27% of Seamount Financial Group's portfolio in Q3 2026, its #74 holding.
Seamount Financial Group first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
Seamount Financial Group's Shell position peaked at $774K in Q1 2026.
966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

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