Triad Wealth Partners
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Triad Wealth Partners’s Shell SHEL Stock Holding History

Triad Wealth 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 		$351K Buy
3,694
+371
+11% +$33.5K 0.02% 399
2026
Q2 		$303K Sell
3,323
-173
-5% -$14.9K 0.02% 443
2026
Q1 		$325K Sell
3,496
-245
-7% -$19.8K 0.03% 378
2025
Q4 		$275K Buy
3,741
+483
+15% +$35.6K 0.03% 405
2025
Q3 		$233K Buy
+3,258
New +$235K 0.03% 336
2024
Q3 		– Sell
-436
Closed -$31.5K – 750
2024
Q2 		$31.5K Buy
+436
New +$31.2K 0.02% 288

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Triad Wealth Partners's SHEL Position: Q3 2026 in Review

Triad Wealth Partners increased its Shell (SHEL) stake by 11% in Q3 2026, buying an estimated $33.5K and bringing the position to 3,694 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #399.

Triad Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 6 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Triad Wealth Partners held 3,694 shares of Shell worth $351K as of Q3 2026.
  • Triad Wealth Partners bought 371 Shell shares in Q3 2026, an estimated $33.5K.
  • Shell made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #399 holding.
  • Triad Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 6 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.