Westfuller Advisors’s Shell SHEL Stock Holding History

Westfuller Advisors’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	–	Sell	-136	Closed	-$10.6K	–	848
2026 Q2	$10.6K	Buy	136 +1	+0.7%	+$86	﹤0.01%	480
2026 Q1	$12.5K	Buy	135 +1	+0.7%	+$81	0.01%	416
2025 Q4	$9.8K	Buy	134 +2	+2%	+$147	﹤0.01%	474
2025 Q3	$9.47K	Buy	+132	New	+$9.5K	﹤0.01%	457

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Westfuller Advisors's SHEL Position: Q3 2026 in Review

Westfuller Advisors sold out of Shell (SHEL) in Q3 2026, closing a stake of 136 shares — an estimated $10.6K sold.

Westfuller Advisors first reported a position in SHEL in Q3 2025 and held it in 4 quarters. The position peaked at $12.5K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Westfuller Advisors reported no remaining Shell position as of Q3 2026 after selling out during the quarter.
Westfuller Advisors sold 136 Shell shares in Q3 2026, an estimated $10.6K.
Westfuller Advisors first reported a position in Shell in Q3 2025 and held it in 4 quarters.
Westfuller Advisors's Shell position peaked at $12.5K in Q1 2026.
1,253 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.