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Crowley Wealth Management’s Shell SHEL Stock Holding History

Crowley 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
Q4 		– Sell
-100
Closed -$7.15K – 289
2025
Q3 		$7.15K Hold
100
– – 0.01% 310
2025
Q2 		$7.04K Hold
100
– – 0.01% 294
2025
Q1 		$7.33K Hold
100
– – 0.01% 289
2024
Q4 		$6.26K Buy
+100
New +$6.55K 0.01% 302

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Crowley Wealth Management's SHEL Position: Q4 2025 in Review

Crowley Wealth Management sold out of Shell (SHEL) in Q4 2025, closing a stake of 100 shares — an estimated $7.15K sold.

Crowley Wealth Management first reported a position in SHEL in Q4 2024 and held it in 4 quarters. The position peaked at $7.33K in Q1 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Crowley Wealth Management reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 100 Shell shares in Q4 2025, an estimated $7.15K.
  • Crowley Wealth Management first reported a position in Shell in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Shell position peaked at $7.33K in Q1 2025.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.