CTWM
SHEL icon

Cherry Tree Wealth Management’s Shell SHEL Stock Holding History

Cherry Tree Wealth Management’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
Q2 		– Sell
-135
Closed -$9.89K – 728
2025
Q1 		$9.89K Hold
135
– – ﹤0.01% 423
2024
Q4 		$8.46K Hold
135
– – ﹤0.01% 436
2024
Q3 		$8.9K Hold
135
– – ﹤0.01% 433
2024
Q2 		$9.74K Buy
+135
New +$9.65K ﹤0.01% 398

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cherry Tree Wealth Management's SHEL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Shell (SHEL) in Q2 2025, closing a stake of 135 shares — an estimated $9.89K sold.

Cherry Tree Wealth Management first reported a position in SHEL in Q2 2024 and held it in 4 quarters. The position peaked at $9.89K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 135 Shell shares in Q2 2025, an estimated $9.89K.
  • Cherry Tree Wealth Management first reported a position in Shell in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Shell position peaked at $9.89K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.