CIBC Private Wealth Group
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CIBC Private Wealth Group’s Shell SHEL Stock Holding History

CIBC Private Wealth 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
Q4 		$78.4M Buy
1,066,794
+44,799
+4% +$3.3M 0.13% 153
2025
Q3 		$73.1M Buy
1,021,995
+36,975
+4% +$2.66M 0.13% 160
2025
Q2 		$69.4M Buy
985,020
+17,669
+2% +$1.18M 0.12% 164
2025
Q1 		$57.8M Buy
967,351
+37,863
+4% +$2.55M 0.12% 155
2024
Q4 		$60.2M Sell
929,488
-5,321
-0.6% -$349K 0.11% 163
2024
Q3 		$61.7M Buy
934,809
+112,108
+14% +$7.94M 0.11% 165
2024
Q2 		$59.8M Buy
822,701
+12,157
+1% +$869K 0.11% 160
2024
Q1 		$55.1M Sell
810,544
-589,642
-42% -$37.8M 0.11% 161
2023
Q4 		$72.4M Buy
1,400,186
+793,136
+131% +$52M 0.15% 135
2023
Q3 		$39.1M Buy
607,050
+18,287
+3% +$1.14M 0.09% 180
2023
Q2 		$35.5M Buy
588,763
+12,344
+2% +$741K 0.08% 209
2023
Q1 		$32.1M Sell
576,419
-313,825
-35% -$18.5M 0.07% 204
2022
Q4 		$40.5M Buy
890,244
+343,169
+63% +$18.9M 0.14% 108
2022
Q3 		$27.2M Sell
547,075
-9,146
-2% -$471K 0.07% 184
2022
Q2 		$29.1M Sell
556,221
-5,676
-1% -$319K 0.08% 189
2022
Q1 		$30.9M Buy
+561,897
New +$29.8M 0.07% 202

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CIBC Private Wealth Group's SHEL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Shell (SHEL) stake by 4.4% in Q4 2025, buying an estimated $3.3M and bringing the position to 1,066,794 shares worth $78.4M. The position accounts for 0.13% of the portfolio, ranked #153.

CIBC Private Wealth Group first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • CIBC Private Wealth Group held 1,066,794 shares of Shell worth $78.4M as of Q4 2025.
  • CIBC Private Wealth Group bought 44,799 Shell shares in Q4 2025, an estimated $3.3M.
  • Shell made up 0.13% of CIBC Private Wealth Group's portfolio in Q4 2025, its #153 holding.
  • CIBC Private Wealth Group first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.