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Avalon Trust’s Shell SHEL Stock Holding History

Avalon Trust’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
-335
Closed -$24.5K – 455
2025
Q1 		$24.5K Buy
+335
New +$22.6K ﹤0.01% 322
2023
Q4 		– Sell
-306
Closed -$19.7K – 362
2023
Q3 		$19.7K Hold
306
– – ﹤0.01% 234
2023
Q2 		$18.5K Hold
306
– – ﹤0.01% 250
2023
Q1 		$17.6K Buy
+306
New +$18K ﹤0.01% 239

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avalon Trust's SHEL Position: Q2 2025 in Review

Avalon Trust sold out of Shell (SHEL) in Q2 2025, closing a stake of 335 shares — an estimated $24.5K sold.

Avalon Trust first reported a position in SHEL in Q1 2023 and held it in 4 quarters. The position peaked at $24.5K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Avalon Trust reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Avalon Trust sold 335 Shell shares in Q2 2025, an estimated $24.5K.
  • Avalon Trust first reported a position in Shell in Q1 2023 and held it in 4 quarters.
  • Avalon Trust's Shell position peaked at $24.5K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.