49 Wealth Management’s Shell SHEL Stock Holding History

49 Wealth Management’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
2025 Q2	–	Sell	-5,457	Closed	-$400K	–	193
2025 Q1	$400K	Buy	+5,457	New	+$368K	0.05%	109

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

49 Wealth Management's SHEL Position: Q2 2025 in Review

49 Wealth Management sold out of Shell (SHEL) in Q2 2025, closing a stake of 5,457 shares — an estimated $400K sold.

49 Wealth Management first reported a position in SHEL in Q1 2025 and held it in 1 quarter. The position peaked at $400K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

49 Wealth Management reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 5,457 Shell shares in Q2 2025, an estimated $400K.
49 Wealth Management first reported a position in Shell in Q1 2025 and held it in 1 quarter.
49 Wealth Management's Shell position peaked at $400K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.