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Avondale Wealth Management’s Shell SHEL Stock Holding History

Avondale 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
-173
Closed -$12.2K – 102
2025
Q2 		$12.2K Hold
173
– – 0.01% 107
2025
Q1 		$12.7K Hold
173
– – 0.01% 106
2024
Q4 		$10.8K Hold
173
– – 0.01% 105
2024
Q3 		$11.4K Hold
173
– – 0.01% 105
2024
Q2 		$12.5K Hold
173
– – 0.01% 111
2024
Q1 		$11.6K Buy
+173
New +$11.1K 0.01% 112

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

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

Avondale Wealth Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 173 shares — an estimated $12.2K sold.

Avondale Wealth Management first reported a position in SHEL in Q1 2024 and held it in 6 quarters. The position peaked at $12.7K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Avondale Wealth Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 173 Shell shares in Q3 2025, an estimated $12.2K.
  • Avondale Wealth Management first reported a position in Shell in Q1 2024 and held it in 6 quarters.
  • Avondale Wealth Management's Shell position peaked at $12.7K in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.