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Bard Financial Services’s Shell SHEL Stock Holding History

Bard Financial Services’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 		$4.66M Hold
65,100
– – 0.51% 54
2025
Q2 		$4.58M Sell
65,100
-1,000
-2% -$67K 0.55% 53
2025
Q1 		$4.84M Buy
66,100
+500
+0.8% +$33.7K 0.59% 49
2024
Q4 		$4.11M Sell
65,600
-1,675
-2% -$110K 0.49% 52
2024
Q3 		$4.44M Sell
67,275
-3,375
-5% -$239K 0.52% 50
2024
Q2 		$5.1M Buy
70,650
+125
+0.2% +$8.93K 0.53% 49
2024
Q1 		$4.73M Buy
70,525
+1,875
+3% +$120K 0.5% 52
2023
Q4 		$4.52M Sell
68,650
-1,400
-2% -$91.9K 0.51% 52
2023
Q3 		$4.51M Buy
70,050
+5,275
+8% +$328K 0.56% 48
2023
Q2 		$3.91M Buy
64,775
+1,200
+2% +$72K 0.3% 81
2023
Q1 		$3.66M Buy
63,575
+2,325
+4% +$137K 0.29% 80
2022
Q4 		$3.49M Buy
61,250
+7,125
+13% +$393K 0.3% 82
2022
Q3 		$2.69M Buy
54,125
+14,675
+37% +$756K 0.25% 93
2022
Q2 		$2.06M Buy
39,450
+34,575
+709% +$1.94M 0.19% 108
2022
Q1 		$268K Buy
+4,875
New +$259K 0.02% 255

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

Bard Financial Services's SHEL Position: Q3 2025 in Review

Bard Financial Services held its Shell (SHEL) position steady in Q3 2025 at 65,100 shares worth $4.66M. The position accounts for 0.51% of the portfolio, ranked #54.

Bard Financial Services first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.1M in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Bard Financial Services held 65,100 shares of Shell worth $4.66M as of Q3 2025.
  • Bard Financial Services left its Shell share count unchanged in Q3 2025.
  • Shell made up 0.51% of Bard Financial Services's portfolio in Q3 2025, its #54 holding.
  • Bard Financial Services first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Bard Financial Services's Shell position peaked at $5.1M in Q2 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.