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Beddow Capital Management’s Shell SHEL Stock Holding History

Beddow Capital 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
Q4 		$4.19M Sell
57,076
-1,425
-2% -$105K 1.58% 27
2025
Q3 		$4.18M Sell
58,501
-725
-1% -$52.2K 1.54% 30
2025
Q2 		$4.17M Sell
59,226
-2,625
-4% -$176K 1.65% 27
2025
Q1 		$4.53M Sell
61,851
-150
-0.2% -$10.1K 1.7% 25
2024
Q4 		$3.88M Buy
62,001
+85
+0.1% +$5.57K 1.6% 26
2024
Q3 		$4.08M Buy
61,916
+855
+1% +$60.6K 1.67% 26
2024
Q2 		$4.41M Buy
61,061
+165
+0.3% +$11.8K 1.93% 24
2024
Q1 		$4.08M Sell
60,896
-1,655
-3% -$106K 1.79% 25
2023
Q4 		$4.12M Sell
62,551
-175
-0.3% -$11.5K 1.92% 25
2023
Q3 		$4.04M Sell
62,726
-39
-0.1% -$2.43K 1.97% 25
2023
Q2 		$3.79M Sell
62,765
-600
-0.9% -$36K 1.93% 26
2023
Q1 		$3.65M Sell
63,365
-25
-0% -$1.47K 1.83% 28
2022
Q4 		$3.61M Buy
63,390
+500
+0.8% +$27.6K 1.85% 27
2022
Q3 		$3.13M Buy
62,890
+1,200
+2% +$61.8K 1.89% 26
2022
Q2 		$3.23M Buy
61,690
+725
+1% +$40.7K 1.9% 26
2022
Q1 		$3.35M Buy
+60,965
New +$3.24M 1.77% 28

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Beddow Capital Management's SHEL Position: Q4 2025 in Review

Beddow Capital Management reduced its Shell (SHEL) stake by 2.4% in Q4 2025, selling an estimated $105K and leaving 57,076 shares worth $4.19M. The position accounts for 1.58% of the portfolio, ranked #27.

Beddow Capital Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.53M in Q1 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Beddow Capital Management held 57,076 shares of Shell worth $4.19M as of Q4 2025.
  • Beddow Capital Management sold 1,425 Shell shares in Q4 2025, an estimated $105K.
  • Shell made up 1.58% of Beddow Capital Management's portfolio in Q4 2025, its #27 holding.
  • Beddow Capital Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • Beddow Capital Management's Shell position peaked at $4.53M in Q1 2025.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Beddow Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.