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Veery Capital’s Shell SHEL Stock Holding History

Veery Capital’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 		$205K Buy
+2,152
New +$194K 0.05% 97
2026
Q2 		– Sell
-2,194
Closed -$204K – 105
2026
Q1 		$204K Buy
+2,194
New +$177K 0.06% 95
2024
Q3 		– Sell
-2,873
Closed -$207K – 100
2024
Q2 		$207K Buy
+2,873
New +$205K 0.08% 93

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

Veery Capital's SHEL Position: Q3 2026 in Review

Veery Capital opened a new position in Shell (SHEL) in Q3 2026: 2,152 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings. This is a return to the name: Veery Capital previously reported a position in SHEL as recently as Q1 2026.

Veery Capital first reported a position in SHEL in Q2 2024 and has held it in 3 quarters since. The position peaked at $207K in Q2 2024. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Veery Capital held 2,152 shares of Shell worth $205K as of Q3 2026.
  • Shell was a new Veery Capital position in Q3 2026.
  • Shell made up 0.05% of Veery Capital's portfolio in Q3 2026, its #97 holding.
  • Veery Capital first reported a position in Shell in Q2 2024 and has held it in 3 quarters since.
  • Veery Capital's Shell position peaked at $207K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.