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Congress Wealth Management’s Shell SHEL Stock Holding History

Congress 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 		$1.73M Buy
24,587
+12,155
+98% +$815K 0.02% 583
2025
Q1 		$910K Sell
12,432
-1,201
-9% -$80.9K 0.01% 652
2024
Q4 		$854K Sell
13,633
-673
-5% -$44.1K 0.01% 543
2024
Q3 		$944K Buy
14,306
+8,276
+137% +$586K 0.01% 525
2024
Q2 		$435K Buy
+6,030
New +$431K 0.01% 554
2024
Q1 		– Sell
-5,444
Closed -$358K – 628
2023
Q4 		$358K Buy
+5,444
New +$357K 0.01% 507

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Congress Wealth Management's SHEL Position: Q2 2025 in Review

Congress Wealth Management increased its Shell (SHEL) stake by 98% in Q2 2025, buying an estimated $815K and bringing the position to 24,587 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #583.

Congress Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 6 quarters since. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Congress Wealth Management held 24,587 shares of Shell worth $1.73M as of Q2 2025.
  • Congress Wealth Management bought 12,155 Shell shares in Q2 2025, an estimated $815K.
  • Shell made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #583 holding.
  • Congress Wealth Management first reported a position in Shell in Q4 2023 and has held it in 6 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

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