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Birchcreek Wealth Management’s Shell SHEL Stock Holding History

Birchcreek 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
Q1 		– Sell
-3,294
Closed -$206K – 122
2024
Q4 		$206K Buy
+3,294
New +$216K 0.13% 117
2024
Q3 		– Sell
-3,052
Closed -$220K – 144
2024
Q2 		$220K Buy
+3,052
New +$218K 0.12% 136

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Birchcreek Wealth Management's SHEL Position: Q1 2025 in Review

Birchcreek Wealth Management sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,294 shares — an estimated $206K sold.

Birchcreek Wealth Management first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Birchcreek Wealth Management reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 3,294 Shell shares in Q1 2025, an estimated $206K.
  • Birchcreek Wealth Management first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • Birchcreek Wealth Management's Shell position peaked at $220K in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Birchcreek Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.