Apexium Financial’s Shell SHEL Stock Holding History

Apexium Financial’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	$1.17M	Buy	16,386 +8	+0%	+$576	0.06%	120
2025 Q2	$1.15M	Buy	16,378 +348	+2%	+$23.3K	0.06%	117
2025 Q1	$1.17M	Buy	16,030 +7,900	+97%	+$532K	0.07%	111
2024 Q4	$509K	Buy	8,130 +144	+2%	+$9.44K	0.03%	162
2024 Q3	$527K	Sell	7,986 -25	-0.3%	-$1.77K	0.03%	141
2024 Q2	$578K	Buy	8,011 +1,275	+19%	+$91.1K	0.04%	124
2024 Q1	$452K	Hold	6,736	–	–	0.03%	152
2023 Q4	$443K	Hold	6,736	–	–	0.03%	184
2023 Q3	$434K	Hold	6,736	–	–	0.04%	139
2023 Q2	$407K	Hold	6,736	–	–	0.04%	151
2023 Q1	$388K	Hold	6,736	–	–	0.04%	150
2022 Q4	$384K	Hold	6,736	–	–	0.04%	145
2022 Q3	$335K	Buy	+6,736	New	+$347K	0.04%	146

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Apexium Financial's SHEL Position: Q3 2025 in Review

Apexium Financial increased its Shell (SHEL) stake by 0.05% in Q3 2025, buying an estimated $576 and bringing the position to 16,386 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #120.

Apexium Financial first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Apexium Financial held 16,386 shares of Shell worth $1.17M as of Q3 2025.
Apexium Financial bought 8 Shell shares in Q3 2025, an estimated $576.
Shell made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #120 holding.
Apexium Financial first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Shell position peaked at $1.17M in Q1 2025.
1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.