Tranquility Partners’s Shell SHEL Stock Holding History

Tranquility Partners’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	$327K	Sell	3,437 -66	-2%	-$5.96K	0.11%	177
2026 Q2	$272K	Buy	3,503 +166	+5%	+$14.3K	0.09%	202
2026 Q1	$310K	Hold	3,337	–	–	0.12%	177
2025 Q4	$245K	Sell	3,337 -1,025	-23%	-$75.5K	0.09%	204
2025 Q3	$312K	Buy	4,362 +223	+5%	+$16.1K	0.11%	187
2025 Q2	$291K	Hold	4,139	–	–	0.1%	181
2025 Q1	$303K	Buy	4,139 +50	+1%	+$3.37K	0.12%	166
2024 Q4	$256K	Hold	4,089	–	–	0.1%	187
2024 Q3	$270K	Sell	4,089 -182	-4%	-$12.9K	0.1%	187
2024 Q2	$308K	Hold	4,271	–	–	0.12%	169
2024 Q1	$286K	Buy	4,271 +67	+2%	+$4.29K	0.11%	178
2023 Q4	$277K	Buy	4,204 +462	+12%	+$30.3K	0.12%	168
2023 Q3	$241K	Buy	3,742 +68	+2%	+$4.23K	0.1%	190
2023 Q2	$222K	Buy	+3,674	New	+$220K	0.1%	203

Other funds holding SHEL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Tranquility Partners's SHEL Position: Q3 2026 in Review

Tranquility Partners reduced its Shell (SHEL) stake by 1.9% in Q3 2026, selling an estimated $5.96K and leaving 3,437 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #177.

Tranquility Partners first reported a position in SHEL in Q2 2023 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Tranquility Partners held 3,437 shares of Shell worth $327K as of Q3 2026.
Tranquility Partners sold 66 Shell shares in Q3 2026, an estimated $5.96K.
Shell made up 0.11% of Tranquility Partners's portfolio in Q3 2026, its #177 holding.
Tranquility Partners first reported a position in Shell in Q2 2023 and has held it in 14 quarters since.
310 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.