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Blue Barn Wealth’s Shell SHEL Stock Holding History

Blue Barn Wealth’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
-2,841
Closed -$203K – 144
2025
Q3 		$203K Buy
+2,841
New +$205K 0.09% 168
2023
Q4 		– Sell
-3,574
Closed -$230K – 134
2023
Q3 		$230K Sell
3,574
-248
-6% -$15.4K 0.15% 105
2023
Q2 		$231K Sell
3,822
-280
-7% -$16.8K 0.15% 102
2023
Q1 		$236K Sell
4,102
-373
-8% -$21.9K 0.15% 106
2022
Q4 		$255K Sell
4,475
-318
-7% -$17.5K 0.17% 92
2022
Q3 		$238K Buy
4,793
+852
+22% +$43.9K 0.17% 91
2022
Q2 		$206K Sell
3,941
-1,121
-22% -$63K 0.16% 107
2022
Q1 		$278K Buy
+5,062
New +$269K 0.19% 84

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

Blue Barn Wealth's SHEL Position: Q4 2025 in Review

Blue Barn Wealth sold out of Shell (SHEL) in Q4 2025, closing a stake of 2,841 shares — an estimated $203K sold.

Blue Barn Wealth first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $278K in Q1 2022. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Blue Barn Wealth reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 2,841 Shell shares in Q4 2025, an estimated $203K.
  • Blue Barn Wealth first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Blue Barn Wealth's Shell position peaked at $278K in Q1 2022.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.