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Titleist Asset Management’s Shell SHEL Stock Holding History

Titleist Asset Management’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 		$394K Buy
4,144
+87
+2% +$7.85K 0.03% 323
2026
Q2 		$315K Sell
4,057
-339
-8% -$29.3K 0.02% 343
2026
Q1 		$409K Buy
4,396
+231
+6% +$18.7K 0.03% 280
2025
Q4 		$306K Sell
4,165
-822
-16% -$60.6K 0.02% 301
2025
Q3 		$357K Sell
4,987
-225
-4% -$16.2K 0.03% 239
2025
Q2 		$367K Sell
5,212
-18
-0.3% -$1.21K 0.04% 233
2025
Q1 		$383K Sell
5,230
-296
-5% -$19.9K 0.04% 217
2024
Q4 		$346K Buy
5,526
+164
+3% +$10.7K 0.04% 226
2024
Q3 		$354K Sell
5,362
-519
-9% -$36.8K 0.05% 208
2024
Q2 		$425K Buy
5,881
+2,409
+69% +$172K 0.06% 180
2024
Q1 		$233K Buy
+3,472
New +$222K 0.04% 231

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management's SHEL Position: Q3 2026 in Review

Titleist Asset Management increased its Shell (SHEL) stake by 2.1% in Q3 2026, buying an estimated $7.85K and bringing the position to 4,144 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #323.

Titleist Asset Management first reported a position in SHEL in Q1 2024 and has held it in 11 quarters since. The position peaked at $425K in Q2 2024. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Titleist Asset Management held 4,144 shares of Shell worth $394K as of Q3 2026.
  • Titleist Asset Management bought 87 Shell shares in Q3 2026, an estimated $7.85K.
  • Shell made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #323 holding.
  • Titleist Asset Management first reported a position in Shell in Q1 2024 and has held it in 11 quarters since.
  • Titleist Asset Management's Shell position peaked at $425K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.