James T. Borello RIA
SHEL icon

James T. Borello RIA’s Shell SHEL Stock Holding History

James T. Borello RIA’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 		$140K Buy
1,471
+379
+35% +$34.2K 0.03% 138
2026
Q2 		$84.7K Sell
1,092
-422
-28% -$36.4K 0.02% 182
2026
Q1 		$141K Buy
1,514
+1,395
+1,172% +$113K 0.04% 129
2025
Q4 		$8.74K Buy
119
+21
+21% +$1.55K ﹤0.01% 451
2025
Q3 		$7.01K Buy
+98
New +$7.06K ﹤0.01% 369

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
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 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
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

James T. Borello RIA's SHEL Position: Q3 2026 in Review

James T. Borello RIA increased its Shell (SHEL) stake by 35% in Q3 2026, buying an estimated $34.2K and bringing the position to 1,471 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #138.

James T. Borello RIA first reported a position in SHEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $141K in Q1 2026. 575 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • James T. Borello RIA held 1,471 shares of Shell worth $140K as of Q3 2026.
  • James T. Borello RIA bought 379 Shell shares in Q3 2026, an estimated $34.2K.
  • Shell made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #138 holding.
  • James T. Borello RIA first reported a position in Shell in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Shell position peaked at $141K in Q1 2026.
  • 575 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.