Boston Trust Walden’s Shell SHEL Stock Holding History

Boston Trust Walden’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	-3,748	Closed	-$235K	–	388
2024 Q4	$235K	Hold	3,748	–	–	﹤0.01%	363
2024 Q3	$247K	Hold	3,748	–	–	﹤0.01%	359
2024 Q2	$271K	Hold	3,748	–	–	﹤0.01%	353
2024 Q1	$251K	Hold	3,748	–	–	﹤0.01%	355
2023 Q4	$247K	Hold	3,748	–	–	﹤0.01%	353
2023 Q3	$241K	Hold	3,748	–	–	﹤0.01%	348
2023 Q2	$226K	Hold	3,748	–	–	﹤0.01%	355
2023 Q1	$216K	Hold	3,748	–	–	﹤0.01%	357
2022 Q4	$213K	Buy	+3,748	New	+$207K	﹤0.01%	356
2022 Q3	–	Sell	-3,848	Closed	-$201K	–	368
2022 Q2	$201K	Sell	3,848 -147	-4%	-$8.26K	﹤0.01%	365
2022 Q1	$219K	Buy	+3,995	New	+$212K	﹤0.01%	379

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Trust Walden's SHEL Position: Q1 2025 in Review

Boston Trust Walden sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,748 shares — an estimated $235K sold.

Boston Trust Walden first reported a position in SHEL in Q1 2022 and held it in 11 quarters. The position peaked at $271K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Boston Trust Walden reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Boston Trust Walden sold 3,748 Shell shares in Q1 2025, an estimated $235K.
Boston Trust Walden first reported a position in Shell in Q1 2022 and held it in 11 quarters.
Boston Trust Walden's Shell position peaked at $271K in Q2 2024.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.