W Advisors LLC’s Shell SHEL Stock Holding History

W Advisors LLC’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	$928K	Hold	9,764	–	–	0.41%	54
2026 Q2	$757K	Hold	9,764	–	–	0.34%	61
2026 Q1	$908K	Hold	9,764	–	–	0.47%	50
2025 Q4	$717K	Hold	9,764	–	–	0.36%	60
2025 Q3	$698K	Hold	9,764	–	–	0.37%	62
2025 Q2	$687K	Hold	9,764	–	–	0.39%	60
2025 Q1	$716K	Hold	9,764	–	–	0.45%	56
2024 Q4	$612K	Hold	9,764	–	–	0.38%	58
2024 Q3	$644K	Hold	9,764	–	–	0.4%	56
2024 Q2	$705K	Hold	9,764	–	–	0.46%	49
2024 Q1	$655K	Hold	9,764	–	–	0.45%	53
2023 Q4	$642K	Hold	9,764	–	–	0.48%	51
2023 Q3	$629K	Hold	9,764	–	–	0.52%	47
2023 Q2	$590K	Hold	9,764	–	–	0.46%	50
2023 Q1	$562K	Hold	9,764	–	–	0.46%	53
2022 Q4	$556K	Sell	9,764 -100	-1%	-$5.51K	0.46%	55
2022 Q3	$491K	Hold	9,864	–	–	0.46%	56
2022 Q2	$516K	Hold	9,864	–	–	0.45%	58
2022 Q1	$542K	Buy	+9,864	New	+$524K	0.41%	62

Other funds holding SHEL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

W Advisors LLC's SHEL Position: Q3 2026 in Review

W Advisors LLC held its Shell (SHEL) position steady in Q3 2026 at 9,764 shares worth $928K. The position accounts for 0.41% of the portfolio, ranked #54.

W Advisors LLC first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 999 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

W Advisors LLC held 9,764 shares of Shell worth $928K as of Q3 2026.
W Advisors LLC left its Shell share count unchanged in Q3 2026.
Shell made up 0.41% of W Advisors LLC's portfolio in Q3 2026, its #54 holding.
W Advisors LLC first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
999 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.