Welch Group
SHEL icon

Welch Group’s Shell SHEL Stock Holding History

Welch 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 		$391K Buy
4,110
+42
+1% +$3.79K 0.01% 225
2026
Q2 		$315K Sell
4,068
-47
-1% -$4.06K 0.01% 242
2026
Q1 		$383K Hold
4,115
– – 0.01% 212
2025
Q4 		$302K Buy
4,115
+185
+5% +$13.6K 0.01% 237
2025
Q3 		$281K Buy
3,930
+64
+2% +$4.61K 0.01% 236
2025
Q2 		$272K Buy
3,866
+459
+13% +$30.8K 0.01% 213
2025
Q1 		$248K Sell
3,407
-61
-2% -$4.11K 0.01% 221
2024
Q4 		$214K Buy
3,468
+61
+2% +$4K 0.01% 244
2024
Q3 		$225K Hold
3,407
– – 0.01% 241
2024
Q2 		$246K Buy
3,407
+421
+14% +$30.1K 0.01% 219
2024
Q1 		$200K Buy
+2,986
New +$191K 0.01% 220
2023
Q4 		– Sell
-3,446
Closed -$222K – 234
2023
Q3 		$222K Hold
3,446
– – 0.01% 192
2023
Q2 		$208K Sell
3,446
-98
-3% -$5.88K 0.01% 200
2023
Q1 		$204K Sell
3,544
-533
-13% -$31.4K 0.01% 201
2022
Q4 		$232K Sell
4,077
-2,244
-36% -$124K 0.01% 188
2022
Q3 		$315K Buy
6,321
+210
+3% +$10.8K 0.02% 126
2022
Q2 		$320K Sell
6,111
-887
-13% -$49.8K 0.02% 138
2022
Q1 		$384K Buy
+6,998
New +$372K 0.02% 136

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Welch Group's SHEL Position: Q3 2026 in Review

Welch Group increased its Shell (SHEL) stake by 1% in Q3 2026, buying an estimated $3.79K and bringing the position to 4,110 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #225.

Welch Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 663 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Welch Group held 4,110 shares of Shell worth $391K as of Q3 2026.
  • Welch Group bought 42 Shell shares in Q3 2026, an estimated $3.79K.
  • Shell made up 0.01% of Welch Group's portfolio in Q3 2026, its #225 holding.
  • Welch Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 663 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.