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Accredited Wealth Management’s Shell SHEL Stock Holding History

Accredited 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
Q3 		$28.6K Sell
3
-897
-100% -$64.6K 0.02% 176
2025
Q2 		$63.4K Hold
900
– – 0.05% 124
2025
Q1 		$66K Hold
900
– – 0.06% 111
2024
Q4 		$56.4K Buy
+900
New +$59K 0.05% 131

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's SHEL Position: Q3 2025 in Review

Accredited Wealth Management reduced its Shell (SHEL) stake by 100% in Q3 2025, selling an estimated $64.6K and leaving 3 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #176.

Accredited Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 4 quarters since. The position peaked at $66K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Accredited Wealth Management held 3 shares of Shell worth $28.6K as of Q3 2025.
  • Accredited Wealth Management sold 897 Shell shares in Q3 2025, an estimated $64.6K.
  • Shell made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #176 holding.
  • Accredited Wealth Management first reported a position in Shell in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Shell position peaked at $66K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.