Sweeney & Michel’s Shell SHEL Stock Holding History

Sweeney & Michel’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	$1.33M	Sell	14,013 -201	-1%	-$18.1K	0.35%	48
2026 Q2	$1.26M	Sell	14,214 -670	-5%	-$57.8K	0.33%	50
2026 Q1	$1.38M	Sell	14,884 -188	-1%	-$15.2K	0.41%	46
2025 Q4	$1.21M	Buy	15,072 +276	+2%	+$20.3K	0.36%	50
2025 Q3	$1.06M	Sell	14,796 -366	-2%	-$26.4K	0.36%	48
2025 Q2	$1.1M	Sell	15,162 -428	-3%	-$28.7K	0.39%	46
2025 Q1	$931K	Buy	+15,590	New	+$1.05M	0.41%	43
2024 Q3	$1.11M	Sell	16,545 -29,393	-64%	-$2.08M	0.44%	43
2024 Q2	$3.33M	Sell	45,938 -411	-0.9%	-$29.4K	1.42%	19
2024 Q1	$3.43M	Buy	+46,349	New	+$2.97M	1.52%	19
2023 Q3	$2.82M	Sell	43,752 -5,022	-10%	-$313K	1.48%	19
2023 Q2	$3.01M	Sell	48,774 -1,709	-3%	-$103K	1.55%	16
2023 Q1	$2.91M	Buy	+50,483	New	+$2.97M	1.55%	16

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

Sweeney & Michel's SHEL Position: Q3 2026 in Review

Sweeney & Michel reduced its Shell (SHEL) stake by 1.4% in Q3 2026, selling an estimated $18.1K and leaving 14,013 shares worth $1.33M. The position accounts for 0.35% of the portfolio, ranked #48.

Sweeney & Michel first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.43M in Q1 2024. 1,022 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Sweeney & Michel held 14,013 shares of Shell worth $1.33M as of Q3 2026.
Sweeney & Michel sold 201 Shell shares in Q3 2026, an estimated $18.1K.
Shell made up 0.35% of Sweeney & Michel's portfolio in Q3 2026, its #48 holding.
Sweeney & Michel first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Shell position peaked at $3.43M in Q1 2024.
1,022 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.