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Valeo Financial Advisors’s Shell SHEL Stock Holding History

Valeo Financial Advisors’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 		$1.71M Buy
17,984
+1,401
+8% +$126K 0.04% 206
2026
Q2 		$1.29M Sell
16,583
-111
-0.7% -$9.58K 0.03% 262
2026
Q1 		$1.55M Sell
16,694
-5,453
-25% -$441K 0.04% 194
2025
Q4 		$1.63M Buy
22,147
+678
+3% +$49.9K 0.04% 198
2025
Q3 		$1.54M Sell
21,469
-427
-2% -$30.7K 0.04% 208
2025
Q2 		$1.54M Sell
21,896
-2,750
-11% -$184K 0.04% 205
2025
Q1 		$1.81M Buy
24,646
+585
+2% +$39.4K 0.05% 173
2024
Q4 		$1.51M Sell
24,061
-1,062
-4% -$69.6K 0.04% 184
2024
Q3 		$1.66M Sell
25,123
-2,505
-9% -$177K 0.05% 180
2024
Q2 		$1.99M Sell
27,628
-1,797
-6% -$128K 0.06% 146
2024
Q1 		$2.15M Sell
29,425
-1,256
-4% -$80.5K 0.08% 135
2023
Q4 		$2.02M Sell
30,681
-3,574
-10% -$235K 0.08% 135
2023
Q3 		$2.21M Sell
34,255
-9,261
-21% -$576K 0.1% 116
2023
Q2 		$1.99M Sell
43,516
-635
-1% -$38.1K 0.09% 124
2023
Q1 		$1.94M Buy
44,151
+3,578
+9% +$210K 0.09% 131
2022
Q4 		$1.71M Buy
40,573
+24
+0.1% +$1.32K 0.09% 128
2022
Q3 		$1.5M Buy
40,549
+10,029
+33% +$517K 0.1% 127
2022
Q2 		$1.6M Buy
30,520
+4,908
+19% +$276K 0.1% 119
2022
Q1 		$1.41M Buy
+25,612
New +$1.36M 0.07% 161

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

Valeo Financial Advisors's SHEL Position: Q3 2026 in Review

Valeo Financial Advisors increased its Shell (SHEL) stake by 8.4% in Q3 2026, buying an estimated $126K and bringing the position to 17,984 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #206.

Valeo Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.21M in Q3 2023. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Valeo Financial Advisors held 17,984 shares of Shell worth $1.71M as of Q3 2026.
  • Valeo Financial Advisors bought 1,401 Shell shares in Q3 2026, an estimated $126K.
  • Shell made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #206 holding.
  • Valeo Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Shell position peaked at $2.21M in Q3 2023.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

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