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Toth Financial Advisory’s Shell SHEL Stock Holding History

Toth Financial Advisory’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 		$9.98K Buy
+105
New +$9.47K ﹤0.01% 582
2026
Q2 		– Sell
-26
Closed -$2.42K – 990
2026
Q1 		$2.42K Hold
26
– – ﹤0.01% 704
2025
Q4 		$1.91K Buy
+26
New +$1.92K ﹤0.01% 719

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

Toth Financial Advisory's SHEL Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Shell (SHEL) in Q3 2026: 105 shares worth $9.98K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SHEL as recently as Q1 2026.

Toth Financial Advisory first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Toth Financial Advisory held 105 shares of Shell worth $9.98K as of Q3 2026.
  • Shell was a new Toth Financial Advisory position in Q3 2026.
  • Shell made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #582 holding.
  • Toth Financial Advisory first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.