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Birch Financial Group’s Shell SHEL Stock Holding History

Birch Financial Group’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
-3,115
Closed -$223K – 144
2025
Q3 		$223K Buy
3,115
+97
+3% +$6.99K 0.13% 116
2025
Q2 		$212K Sell
3,018
-675
-18% -$45.2K 0.17% 106
2025
Q1 		$271K Buy
+3,693
New +$249K 0.24% 84

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Birch Financial Group's SHEL Position: Q4 2025 in Review

Birch Financial Group sold out of Shell (SHEL) in Q4 2025, closing a stake of 3,115 shares — an estimated $223K sold.

Birch Financial Group first reported a position in SHEL in Q1 2025 and held it in 3 quarters. The position peaked at $271K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Birch Financial Group reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Birch Financial Group sold 3,115 Shell shares in Q4 2025, an estimated $223K.
  • Birch Financial Group first reported a position in Shell in Q1 2025 and held it in 3 quarters.
  • Birch Financial Group's Shell position peaked at $271K in Q1 2025.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.