Wealth Analytics Partners’s Shell SHEL Stock Holding History

Wealth Analytics 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	$28.8K	Buy	+303	New	+$27.3K	0.01%	104

Other funds holding SHEL

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Wealth Analytics Partners's SHEL Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Shell (SHEL) in Q3 2026: 303 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #104 among its holdings.

397 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Wealth Analytics Partners held 303 shares of Shell worth $28.8K as of Q3 2026.
Shell was a new Wealth Analytics Partners position in Q3 2026.
Shell made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #104 holding.
397 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.