Centerpoint Advisors’s Shell SHEL Stock Holding History

Centerpoint Advisors’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	-58	Closed	-$4K	–	462
2025 Q3	$4K	Buy	+58	New	+$4.18K	﹤0.01%	378
2025 Q1	–	Sell	-300	Closed	-$19K	–	445
2024 Q4	$19K	Hold	300	–	–	0.01%	276
2024 Q3	$20K	Hold	300	–	–	0.01%	276
2024 Q2	$22K	Hold	300	–	–	0.01%	250
2024 Q1	$20K	Hold	300	–	–	0.01%	246
2023 Q4	$20K	Hold	300	–	–	0.01%	237
2023 Q3	$19K	Hold	300	–	–	0.01%	236
2023 Q2	$18K	Hold	300	–	–	0.01%	272
2023 Q1	$17K	Hold	300	–	–	0.01%	288
2022 Q4	$17K	Hold	300	–	–	0.01%	227
2022 Q3	$15K	Sell	300 -500	-63%	-$25.8K	0.01%	199
2022 Q2	$42K	Buy	800 +500	+167%	+$28.1K	0.02%	147
2022 Q1	$16K	Buy	+300	New	+$15.9K	0.01%	206

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Centerpoint Advisors's SHEL Position: Q4 2025 in Review

Centerpoint Advisors sold out of Shell (SHEL) in Q4 2025, closing a stake of 58 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $42K in Q2 2022. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Centerpoint Advisors reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 58 Shell shares in Q4 2025, an estimated $4K.
Centerpoint Advisors first reported a position in Shell in Q1 2022 and held it in 13 quarters.
Centerpoint Advisors's Shell position peaked at $42K in Q2 2022.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.