BFP
SHEL icon

Briaud Financial Planning’s Shell SHEL Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-1,193
Closed -$83K – 286
2025
Q2 		$83K Buy
1,193
+130
+12% +$8.71K 0.03% 73
2025
Q1 		$77K Hold
1,063
– – 0.03% 66
2024
Q4 		$66K Hold
1,063
– – 0.03% 71
2024
Q3 		$70K Hold
1,063
– – 0.04% 52
2024
Q2 		$76K Buy
+1,063
New +$76K 0.04% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's SHEL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Shell (SHEL) in Q3 2025, closing a stake of 1,193 shares — an estimated $83K sold.

Briaud Financial Planning first reported a position in SHEL in Q2 2024 and held it in 5 quarters. The position peaked at $83K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,193 Shell shares in Q3 2025, an estimated $83K.
  • Briaud Financial Planning first reported a position in Shell in Q2 2024 and held it in 5 quarters.
  • Briaud Financial Planning's Shell position peaked at $83K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.