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Creekmur Asset Management’s Shell SHEL Stock Holding History

Creekmur Asset 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 		$19.6K Sell
274
-2
-0.7% -$144 ﹤0.01% 435
2025
Q2 		$19.4K Buy
276
+2
+0.7% +$134 ﹤0.01% 440
2025
Q1 		$20.1K Sell
274
-128
-32% -$8.62K ﹤0.01% 396
2024
Q4 		$25.2K Hold
402
– – 0.01% 308
2024
Q3 		$26.5K Hold
402
– – 0.01% 309
2024
Q2 		$29K Buy
402
+70
+21% +$5K 0.01% 323
2024
Q1 		$22.3K Buy
332
+97
+41% +$6.22K 0.01% 361
2023
Q4 		$15.5K Buy
+235
New +$15.4K ﹤0.01% 460

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

Creekmur Asset Management's SHEL Position: Q3 2025 in Review

Creekmur Asset Management reduced its Shell (SHEL) stake by 0.72% in Q3 2025, selling an estimated $144 and leaving 274 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Creekmur Asset Management first reported a position in SHEL in Q4 2023 and has held it in 8 quarters since. The position peaked at $29K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Creekmur Asset Management held 274 shares of Shell worth $19.6K as of Q3 2025.
  • Creekmur Asset Management sold 2 Shell shares in Q3 2025, an estimated $144.
  • Shell made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #435 holding.
  • Creekmur Asset Management first reported a position in Shell in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Shell position peaked at $29K in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.