SignatureFD
SHEL icon

SignatureFD’s Shell SHEL Stock Holding History

SignatureFD’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 		$6.21M Buy
65,331
+1,310
+2% +$118K 0.08% 95
2026
Q2 		$4.96M Buy
64,021
+5,054
+9% +$436K 0.07% 119
2026
Q1 		$5.48M Buy
58,967
+1,400
+2% +$113K 0.08% 90
2025
Q4 		$4.23M Buy
57,567
+199
+0.3% +$14.7K 0.06% 118
2025
Q3 		$4.1M Buy
57,368
+1,425
+3% +$103K 0.06% 110
2025
Q2 		$3.94M Sell
55,943
-3,096
-5% -$208K 0.07% 104
2025
Q1 		$4.33M Buy
59,039
+5,533
+10% +$373K 0.08% 88
2024
Q4 		$3.35M Sell
53,506
-2,570
-5% -$168K 0.06% 110
2024
Q3 		$3.7M Buy
56,076
+487
+0.9% +$34.5K 0.07% 97
2024
Q2 		$4.01M Buy
55,589
+2,173
+4% +$155K 0.08% 83
2024
Q1 		$3.58M Buy
53,416
+1,844
+4% +$118K 0.08% 89
2023
Q4 		$3.39M Buy
51,572
+2,217
+4% +$145K 0.08% 89
2023
Q3 		$3.18M Buy
49,355
+4,540
+10% +$283K 0.08% 89
2023
Q2 		$2.71M Sell
44,815
-633
-1% -$38K 0.07% 95
2023
Q1 		$2.62M Buy
45,448
+2,524
+6% +$148K 0.07% 100
2022
Q4 		$2.44M Buy
42,924
+7,229
+20% +$398K 0.07% 96
2022
Q3 		$1.78M Buy
35,695
+5,069
+17% +$261K 0.06% 105
2022
Q2 		$1.6M Buy
30,626
+1,604
+6% +$90.1K 0.05% 119
2022
Q1 		$1.59M Buy
+29,022
New +$1.54M 0.05% 146

Other funds holding SHEL

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SignatureFD's SHEL Position: Q3 2026 in Review

SignatureFD increased its Shell (SHEL) stake by 2% in Q3 2026, buying an estimated $118K and bringing the position to 65,331 shares worth $6.21M. The position accounts for 0.08% of the portfolio, ranked #95.

SignatureFD first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • SignatureFD held 65,331 shares of Shell worth $6.21M as of Q3 2026.
  • SignatureFD bought 1,310 Shell shares in Q3 2026, an estimated $118K.
  • Shell made up 0.08% of SignatureFD's portfolio in Q3 2026, its #95 holding.
  • SignatureFD first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.