CWM
SHEL icon

Cranbrook Wealth Management’s Shell SHEL Stock Holding History

Cranbrook 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
Q3 		– Sell
-60
Closed -$4.22K – 417
2025
Q2 		$4.22K Hold
60
– – ﹤0.01% 342
2025
Q1 		$4.4K Hold
60
– – ﹤0.01% 332
2024
Q4 		$3.76K Hold
60
– – ﹤0.01% 326
2024
Q3 		$3.96K Hold
60
– – ﹤0.01% 310
2024
Q2 		$4.33K Hold
60
– – ﹤0.01% 276
2024
Q1 		$4.02K Hold
60
– – ﹤0.01% 259
2023
Q4 		$3.95K Buy
+60
New +$3.94K ﹤0.01% 268
2022
Q2 		– Sell
-227
Closed -$12K – 339
2022
Q1 		$12K Buy
+227
New +$12.1K ﹤0.01% 266

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cranbrook Wealth Management's SHEL Position: Q3 2025 in Review

Cranbrook Wealth Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 60 shares — an estimated $4.22K sold.

Cranbrook Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Cranbrook Wealth Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 60 Shell shares in Q3 2025, an estimated $4.22K.
  • Cranbrook Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Cranbrook Wealth Management's Shell position peaked at $12K in Q1 2022.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Cranbrook Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.