William Mack & Associates
SHEL icon

William Mack & Associates’s Shell SHEL Stock Holding History

William Mack & Associates’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 		$84.4K Buy
+888
New +$80.1K 0.03% 188

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

William Mack & Associates's SHEL Position: Q3 2026 in Review

William Mack & Associates opened a new position in Shell (SHEL) in Q3 2026: 888 shares worth $84.4K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings.

1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • William Mack & Associates held 888 shares of Shell worth $84.4K as of Q3 2026.
  • Shell was a new William Mack & Associates position in Q3 2026.
  • Shell made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #188 holding.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.