Capital CS Group’s Shell SHEL Stock Holding History

Capital CS Group’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	-6,544	Closed	-$461K	–	94
2025 Q2	$461K	Buy	+6,544	New	+$439K	0.75%	24

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital CS Group's SHEL Position: Q3 2025 in Review

Capital CS Group sold out of Shell (SHEL) in Q3 2025, closing a stake of 6,544 shares — an estimated $461K sold.

Capital CS Group first reported a position in SHEL in Q2 2025 and held it in 1 quarter. The position peaked at $461K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Capital CS Group reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Capital CS Group sold 6,544 Shell shares in Q3 2025, an estimated $461K.
Capital CS Group first reported a position in Shell in Q2 2025 and held it in 1 quarter.
Capital CS Group's Shell position peaked at $461K in Q2 2025.
1,392 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Capital CS Group's 13F filing for Q3 2025, filed 7 Nov 2025.