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Atom Investors’s Shell SHEL Stock Holding History

Atom Investors’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 		– Sell
-48,776
Closed -$3.43M – 789
2025
Q2 		$3.43M Buy
+48,776
New +$3.27M 0.3% 88
2024
Q2 		– Sell
-9,435
Closed -$633K – 653
2024
Q1 		$633K Buy
9,435
+6,220
+193% +$399K 0.08% 286
2023
Q4 		$212K Sell
3,215
-4,278
-57% -$281K 0.04% 400
2023
Q3 		$482K Buy
+7,493
New +$466K 0.11% 234

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

Atom Investors's SHEL Position: Q3 2025 in Review

Atom Investors sold out of Shell (SHEL) in Q3 2025, closing a stake of 48,776 shares — an estimated $3.43M sold.

Atom Investors first reported a position in SHEL in Q3 2023 and held it in 4 quarters. The position peaked at $3.43M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Atom Investors reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Atom Investors sold 48,776 Shell shares in Q3 2025, an estimated $3.43M.
  • Atom Investors first reported a position in Shell in Q3 2023 and held it in 4 quarters.
  • Atom Investors's Shell position peaked at $3.43M in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.