Vista Investment Partners’s Shell SHEL Stock Holding History

Vista Investment 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	$537K	Buy	5,651 +116	+2%	+$10.5K	0.14%	108
2026 Q2	$429K	Buy	5,535 +96	+2%	+$8.29K	0.11%	123
2026 Q1	$506K	Buy	5,439 +245	+5%	+$19.8K	0.13%	117
2025 Q4	$382K	Buy	5,194 +39	+0.8%	+$2.87K	0.1%	129
2025 Q3	$369K	Hold	5,155	–	–	0.1%	122
2025 Q2	$363K	Hold	5,155	–	–	0.1%	119
2025 Q1	$378K	Buy	5,155 +38	+0.7%	+$2.56K	0.12%	124
2024 Q4	$321K	Buy	5,117 +44	+0.9%	+$2.88K	0.1%	133
2024 Q3	$335K	Buy	5,073 +38	+0.8%	+$2.69K	0.11%	123
2024 Q2	$363K	Buy	5,035 +37	+0.7%	+$2.65K	0.12%	119
2024 Q1	$335K	Hold	4,998	–	–	0.11%	119
2023 Q4	$329K	Buy	+4,998	New	+$328K	0.12%	109

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

AIA

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

EPAM

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

Vista Investment Partners's SHEL Position: Q3 2026 in Review

Vista Investment Partners increased its Shell (SHEL) stake by 2.1% in Q3 2026, buying an estimated $10.5K and bringing the position to 5,651 shares worth $537K. The position accounts for 0.14% of the portfolio, ranked #108.

Vista Investment Partners first reported a position in SHEL in Q4 2023 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Vista Investment Partners held 5,651 shares of Shell worth $537K as of Q3 2026.
Vista Investment Partners bought 116 Shell shares in Q3 2026, an estimated $10.5K.
Shell made up 0.14% of Vista Investment Partners's portfolio in Q3 2026, its #108 holding.
Vista Investment Partners first reported a position in Shell in Q4 2023 and has held it in 12 quarters since.
261 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.