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Weaver Consulting Group’s Shell SHEL Stock Holding History

Weaver Consulting Group’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 		$232K Buy
+2,439
New +$220K 0.05% 278
2026
Q2 		– Sell
-2,451
Closed -$228K – 305
2026
Q1 		$228K Buy
+2,451
New +$198K 0.05% 257

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

Weaver Consulting Group's SHEL Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in Shell (SHEL) in Q3 2026: 2,439 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #278 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in SHEL as recently as Q1 2026.

Weaver Consulting Group first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Weaver Consulting Group held 2,439 shares of Shell worth $232K as of Q3 2026.
  • Shell was a new Weaver Consulting Group position in Q3 2026.
  • Shell made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #278 holding.
  • Weaver Consulting Group first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.