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Clarius Group LLC’s Shell SHEL Stock Holding History

Clarius Group LLC’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 		$733K Hold
9,969
– – 0.04% 156
2025
Q3 		$713K Sell
9,969
-3,806
-28% -$274K 0.04% 164
2025
Q2 		$970K Buy
13,775
+2,579
+23% +$173K 0.06% 152
2025
Q1 		$820K Buy
11,196
+2,005
+22% +$135K 0.05% 167
2024
Q4 		$576K Sell
9,191
-435
-5% -$28.5K 0.04% 191
2024
Q3 		$633K Sell
9,626
-3,245
-25% -$230K 0.04% 180
2024
Q2 		$929K Sell
12,871
-2,063
-14% -$147K 0.07% 121
2024
Q1 		$1M Sell
14,934
-589
-4% -$37.7K 0.07% 120
2023
Q4 		$1.02M Buy
15,523
+1,109
+8% +$72.8K 0.08% 124
2023
Q3 		$928K Sell
14,414
-315
-2% -$19.6K 0.09% 123
2023
Q2 		$889K Buy
14,729
+80
+0.5% +$4.8K 0.07% 151
2023
Q1 		$843K Buy
14,649
+224
+2% +$13.2K 0.07% 152
2022
Q4 		$822K Sell
14,425
-1,780
-11% -$98.1K 0.07% 163
2022
Q3 		$806K Buy
16,205
+4,790
+42% +$247K 0.08% 143
2022
Q2 		$597K Buy
+11,415
New +$641K 0.06% 193

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Clarius Group LLC's SHEL Position: Q4 2025 in Review

Clarius Group LLC held its Shell (SHEL) position steady in Q4 2025 at 9,969 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #156.

Clarius Group LLC first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Clarius Group LLC held 9,969 shares of Shell worth $733K as of Q4 2025.
  • Clarius Group LLC left its Shell share count unchanged in Q4 2025.
  • Shell made up 0.04% of Clarius Group LLC's portfolio in Q4 2025, its #156 holding.
  • Clarius Group LLC first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
  • Clarius Group LLC's Shell position peaked at $1.02M in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.