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Beirne Wealth Consulting Services’s Shell SHEL Stock Holding History

Beirne Wealth Consulting 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
Q4 		– Sell
-10,899
Closed -$780K – 210
2025
Q3 		$780K Buy
+10,899
New +$785K 0.19% 75
2024
Q1 		– Sell
-12,062
Closed -$794K – 144
2023
Q4 		$794K Buy
+12,062
New +$792K 0.39% 52

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 $336B AUM 34.66% 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

Beirne Wealth Consulting Services's SHEL Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Shell (SHEL) in Q4 2025, closing a stake of 10,899 shares — an estimated $780K sold.

Beirne Wealth Consulting Services first reported a position in SHEL in Q4 2023 and held it in 2 quarters. The position peaked at $794K in Q4 2023. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 10,899 Shell shares in Q4 2025, an estimated $780K.
  • Beirne Wealth Consulting Services first reported a position in Shell in Q4 2023 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's Shell position peaked at $794K in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.