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Wedmont Private Capital’s Shell SHEL Stock Holding History

Wedmont Private 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 		$1.07M Buy
10,696
+848
+9% +$76.5K 0.03% 373
2026
Q2 		$810K Sell
9,848
-1,479
-13% -$128K 0.02% 404
2026
Q1 		$1.04M Sell
11,327
-108
-0.9% -$8.73K 0.03% 304
2025
Q4 		$818K Buy
11,435
+6
+0.1% +$442 0.03% 342
2025
Q3 		$856K Buy
11,429
+318
+3% +$22.9K 0.03% 317
2025
Q2 		$797K Sell
11,111
-185
-2% -$12.4K 0.03% 315
2025
Q1 		$701K Buy
11,296
+376
+3% +$25.3K 0.04% 295
2024
Q4 		$709K Sell
10,920
-166
-1% -$10.9K 0.04% 291
2024
Q3 		$779K Buy
11,086
+1,023
+10% +$72.5K 0.04% 258
2024
Q2 		$735K Buy
10,063
+1,554
+18% +$111K 0.05% 255
2024
Q1 		$611K Buy
8,509
+687
+9% +$44K 0.04% 281
2023
Q4 		$505K Buy
7,822
+1,151
+17% +$75.5K 0.04% 303
2023
Q3 		$441K Buy
6,671
+1,428
+27% +$88.9K 0.04% 283
2023
Q2 		$318K Buy
5,243
+263
+5% +$15.8K 0.03% 364
2023
Q1 		$303K Buy
4,980
+352
+8% +$20.7K 0.04% 343
2022
Q4 		$265K Buy
4,628
+179
+4% +$9.87K 0.04% 366
2022
Q3 		$221K Buy
4,449
+2
+0% +$103 0.04% 337
2022
Q2 		$233K Buy
+4,447
New +$250K 0.05% 292

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

Wedmont Private Capital's SHEL Position: Q3 2026 in Review

Wedmont Private Capital increased its Shell (SHEL) stake by 8.6% in Q3 2026, buying an estimated $76.5K and bringing the position to 10,696 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #373.

Wedmont Private Capital first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Wedmont Private Capital held 10,696 shares of Shell worth $1.07M as of Q3 2026.
  • Wedmont Private Capital bought 848 Shell shares in Q3 2026, an estimated $76.5K.
  • Shell made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #373 holding.
  • Wedmont Private Capital first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.