Sigma Planning Corp
SHEL icon

Sigma Planning Corp’s Shell SHEL Stock Holding History

Sigma Planning Corp’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 		$1.57M Buy
17,121
+7,785
+83% +$702K 0.04% 423
2026
Q2 		$724K Sell
9,336
-320
-3% -$27.6K 0.02% 734
2026
Q1 		$898K Sell
9,656
-574
-6% -$46.4K 0.02% 607
2025
Q4 		$752K Sell
10,230
-286
-3% -$21.1K 0.02% 639
2025
Q3 		$752K Buy
10,516
+1,106
+12% +$79.6K 0.02% 638
2025
Q2 		$663K Sell
9,410
-179
-2% -$12K 0.02% 669
2025
Q1 		$703K Sell
9,589
-477
-5% -$32.1K 0.02% 604
2024
Q4 		$631K Sell
10,066
-301
-3% -$19.7K 0.02% 641
2024
Q3 		$684K Sell
10,367
-523
-5% -$37K 0.02% 632
2024
Q2 		$786K Buy
10,890
+507
+5% +$36.2K 0.02% 551
2024
Q1 		$696K Buy
10,383
+4,739
+84% +$304K 0.02% 634
2023
Q4 		$371K Sell
5,644
-13,245
-70% -$869K 0.03% 563
2023
Q3 		$1.22M Buy
18,889
+1,667
+10% +$104K 0.05% 396
2023
Q2 		$1.04M Sell
17,222
-4,544
-21% -$273K 0.04% 439
2023
Q1 		$1.25M Buy
21,766
+3,267
+18% +$192K 0.04% 425
2022
Q4 		$1.05M Buy
18,499
+3,035
+20% +$167K 0.04% 460
2022
Q3 		$770K Sell
15,464
-317
-2% -$16.3K 0.03% 554
2022
Q2 		$825K Buy
15,781
+1,433
+10% +$80.5K 0.03% 547
2022
Q1 		$788K Buy
+14,348
New +$762K 0.02% 641

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Planning Corp's SHEL Position: Q3 2026 in Review

Sigma Planning Corp increased its Shell (SHEL) stake by 83% in Q3 2026, buying an estimated $702K and bringing the position to 17,121 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #423.

Sigma Planning Corp first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 496 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Sigma Planning Corp held 17,121 shares of Shell worth $1.57M as of Q3 2026.
  • Sigma Planning Corp bought 7,785 Shell shares in Q3 2026, an estimated $702K.
  • Shell made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #423 holding.
  • Sigma Planning Corp first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 496 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.