SW
SHEL icon

StackStone Wealth’s Shell SHEL Stock Holding History

StackStone Wealth’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 		$334K Buy
+3,518
New +$317K 0.03% 263

Other funds holding SHEL

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
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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 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

StackStone Wealth's SHEL Position: Q3 2026 in Review

StackStone Wealth opened a new position in Shell (SHEL) in Q3 2026: 3,518 shares worth $334K. The stake represents 0.03% of the portfolio and ranks #263 among its holdings.

668 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • StackStone Wealth held 3,518 shares of Shell worth $334K as of Q3 2026.
  • Shell was a new StackStone Wealth position in Q3 2026.
  • Shell made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #263 holding.
  • 668 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.