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Atticus Wealth Management’s Shell SHEL Stock Holding History

Atticus 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 		– Sell
-414
Closed -$29.1K – 551
2025
Q2 		$29.1K Buy
+414
New +$27.8K 0.01% 375
2023
Q4 		– Sell
-317
Closed -$20.4K – 599
2023
Q3 		$20.4K Hold
317
– – 0.01% 333
2023
Q2 		$19.1K Buy
317
+42
+15% +$2.52K 0.01% 342
2023
Q1 		$15.8K Hold
275
– – 0.01% 339
2022
Q4 		$15.7K Hold
275
– – 0.01% 357
2022
Q3 		$14K Hold
275
– – 0.01% 357
2022
Q2 		$14K Hold
275
– – 0.01% 387
2022
Q1 		$15K Buy
+275
New +$14.6K 0.01% 370

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Atticus Wealth Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 414 shares — an estimated $29.1K sold.

Atticus Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $29.1K in Q2 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Atticus Wealth Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 414 Shell shares in Q3 2025, an estimated $29.1K.
  • Atticus Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Atticus Wealth Management's Shell position peaked at $29.1K in Q2 2025.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.