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Birmingham Capital Management’s Shell SHEL Stock Holding History

Birmingham 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
Q2 		– Sell
-10,028
Closed -$735K – 109
2025
Q1 		$735K Sell
10,028
-750
-7% -$50.5K 0.28% 68
2024
Q4 		$675K Sell
10,778
-300
-3% -$19.7K 0.25% 70
2024
Q3 		$731K Buy
11,078
+1,113
+11% +$78.8K 0.27% 60
2024
Q2 		$719K Hold
9,965
– – 0.28% 61
2024
Q1 		$668K Sell
9,965
-1,450
-13% -$92.9K 0.25% 68
2023
Q4 		$751K Sell
11,415
-190
-2% -$12.5K 0.3% 66
2023
Q3 		$747K Sell
11,605
-125
-1% -$7.78K 0.31% 64
2023
Q2 		$708K Buy
11,730
+5
+0% +$300 0.3% 67
2023
Q1 		$675K Sell
11,725
-1,158
-9% -$68.1K 0.27% 69
2022
Q4 		$734K Buy
12,883
+275
+2% +$15.2K 0.28% 70
2022
Q3 		$627K Buy
12,608
+8
+0.1% +$412 0.28% 70
2022
Q2 		$659K Hold
12,600
– – 0.26% 68
2022
Q1 		$692K Buy
+12,600
New +$669K 0.24% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Birmingham Capital Management's SHEL Position: Q2 2025 in Review

Birmingham Capital Management sold out of Shell (SHEL) in Q2 2025, closing a stake of 10,028 shares — an estimated $735K sold.

Birmingham Capital Management first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $751K in Q4 2023. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Birmingham Capital Management reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Birmingham Capital Management sold 10,028 Shell shares in Q2 2025, an estimated $735K.
  • Birmingham Capital Management first reported a position in Shell in Q1 2022 and held it in 13 quarters.
  • Birmingham Capital Management's Shell position peaked at $751K in Q4 2023.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Birmingham Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.