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Corigliano Investment Advisers’s Shell SHEL Stock Holding History

Corigliano Investment Advisers’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
-84,500
Closed -$5.95M – 56
2025
Q2 		$5.95M Buy
+84,500
New +$5.66M 1.87% 22

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

Corigliano Investment Advisers's SHEL Position: Q3 2025 in Review

Corigliano Investment Advisers sold out of Shell (SHEL) in Q3 2025, closing a stake of 84,500 shares — an estimated $5.95M sold.

Corigliano Investment Advisers first reported a position in SHEL in Q2 2025 and held it in 1 quarter. The position peaked at $5.95M in Q2 2025. 1,392 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Corigliano Investment Advisers reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Corigliano Investment Advisers sold 84,500 Shell shares in Q3 2025, an estimated $5.95M.
  • Corigliano Investment Advisers first reported a position in Shell in Q2 2025 and held it in 1 quarter.
  • Corigliano Investment Advisers's Shell position peaked at $5.95M in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Corigliano Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.