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Compass Financial Services’s Shell SHEL Stock Holding History

Compass Financial Services’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
-125
Closed -$8.8K – 350
2025
Q2 		$8.8K Hold
125
– – ﹤0.01% 202
2025
Q1 		$9.16K Buy
+125
New +$8.42K ﹤0.01% 179

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Compass Financial Services's SHEL Position: Q3 2025 in Review

Compass Financial Services sold out of Shell (SHEL) in Q3 2025, closing a stake of 125 shares — an estimated $8.8K sold.

Compass Financial Services first reported a position in SHEL in Q1 2025 and held it in 2 quarters. The position peaked at $9.16K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Compass Financial Services reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 125 Shell shares in Q3 2025, an estimated $8.8K.
  • Compass Financial Services first reported a position in Shell in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Shell position peaked at $9.16K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.