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True Wealth Design’s Shell SHEL Stock Holding History

True Wealth Design’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 		$111K Buy
1,165
+613
+111% +$55.3K 0.03% 253
2026
Q2 		$42.8K Sell
552
-3
-0.5% -$259 0.01% 556
2026
Q1 		$51.6K Buy
555
+213
+62% +$17.2K 0.01% 391
2025
Q4 		$25.1K Sell
342
-25
-7% -$1.84K 0.01% 526
2025
Q3 		$26.3K Buy
367
+184
+101% +$13.2K 0.01% 514
2025
Q2 		$12.9K Buy
183
+4
+2% +$268 ﹤0.01% 491
2025
Q1 		$13.1K Sell
179
-29
-14% -$1.95K 0.01% 410
2024
Q4 		$13K Buy
208
+117
+129% +$7.67K 0.01% 383
2024
Q3 		$6K Sell
91
-12,289
-99% -$870K ﹤0.01% 525
2024
Q2 		$894K Sell
12,380
-38
-0.3% -$2.72K 0.22% 53
2024
Q1 		$833K Buy
12,418
+305
+3% +$19.5K 0.21% 77
2023
Q4 		$797K Sell
12,113
-674
-5% -$44.2K 0.22% 70
2023
Q3 		$823K Sell
12,787
-870
-6% -$54.2K 0.28% 40
2023
Q2 		$825K Sell
13,657
-284
-2% -$17K 0.3% 54
2023
Q1 		$802K Buy
13,941
+133
+1% +$7.83K 0.34% 61
2022
Q4 		$786K Buy
+13,808
New +$761K 0.36% 52

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
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

True Wealth Design's SHEL Position: Q3 2026 in Review

True Wealth Design increased its Shell (SHEL) stake by 111% in Q3 2026, buying an estimated $55.3K and bringing the position to 1,165 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #253.

True Wealth Design first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $894K in Q2 2024. 179 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • True Wealth Design held 1,165 shares of Shell worth $111K as of Q3 2026.
  • True Wealth Design bought 613 Shell shares in Q3 2026, an estimated $55.3K.
  • Shell made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #253 holding.
  • True Wealth Design first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Shell position peaked at $894K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.