Credit Capital Investments’s Shell SHEL Stock Holding History

Credit Capital Investments’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 Q1	–	Sell	-14,000	Closed	-$877K	–	42
2024 Q4	$877K	Hold	14,000	–	–	1.14%	16
2024 Q3	$923K	Hold	14,000	–	–	1.14%	16
2024 Q2	$1.01M	Sell	14,000 -14,500	-51%	-$1.04M	1.27%	16
2024 Q1	$1.91M	Hold	28,500	–	–	2.36%	15
2023 Q4	$1.88M	Sell	28,500 -1,500	-5%	-$98.4K	2.61%	16
2023 Q3	$1.93M	Sell	30,000 -8,000	-21%	-$498K	2.56%	15
2023 Q2	$2.29M	Sell	38,000 -3,500	-8%	-$210K	2.99%	15
2023 Q1	$2.39M	Buy	41,500 +15,000	+57%	+$882K	3.1%	13
2022 Q4	$1.51M	Hold	26,500	–	–	2.19%	13
2022 Q3	$1.32M	Buy	26,500 +2,000	+8%	+$103K	1.77%	14
2022 Q2	$1.28M	Buy	24,500 +10,000	+69%	+$562K	1.45%	17
2022 Q1	$796K	Buy	+14,500	New	+$770K	0.74%	23

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Credit Capital Investments's SHEL Position: Q1 2025 in Review

Credit Capital Investments sold out of Shell (SHEL) in Q1 2025, closing a stake of 14,000 shares — an estimated $877K sold.

Credit Capital Investments first reported a position in SHEL in Q1 2022 and held it in 12 quarters. The position peaked at $2.39M in Q1 2023. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Credit Capital Investments reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Credit Capital Investments sold 14,000 Shell shares in Q1 2025, an estimated $877K.
Credit Capital Investments first reported a position in Shell in Q1 2022 and held it in 12 quarters.
Credit Capital Investments's Shell position peaked at $2.39M in Q1 2023.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Credit Capital Investments's 13F filing for Q1 2025, filed 9 May 2025.