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Cutter & Co Brokerage’s Shell SHEL Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-9,413
Closed -$690K – 143
2025
Q1 		$690K Sell
9,413
-5,671
-38% -$382K 0.16% 82
2024
Q4 		$945K Sell
15,084
-1,202
-7% -$78.8K 0.23% 64
2024
Q3 		$1.07M Sell
16,286
-693
-4% -$49.1K 0.24% 64
2024
Q2 		$1.23M Sell
16,979
-106
-0.6% -$7.58K 0.3% 60
2024
Q1 		$1.15M Sell
17,085
-939
-5% -$60.2K 0.28% 61
2023
Q4 		$1.19M Sell
18,024
-3,821
-17% -$251K 0.33% 60
2023
Q3 		$1.41M Sell
21,845
-1,196
-5% -$74.4K 0.41% 47
2023
Q2 		$1.39M Buy
23,041
+69
+0.3% +$4.14K 0.41% 50
2023
Q1 		$1.32M Sell
22,972
-124
-0.5% -$7.29K 0.41% 53
2022
Q4 		$1.32M Sell
23,096
-470
-2% -$25.9K 0.44% 51
2022
Q3 		$1.17M Buy
23,566
+129
+0.6% +$6.65K 0.44% 53
2022
Q2 		$1.23M Sell
23,437
-367
-2% -$20.6K 0.42% 59
2022
Q1 		$1.31M Buy
+23,804
New +$1.26M 0.39% 61

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Cutter & Co Brokerage's SHEL Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Shell (SHEL) in Q2 2025, closing a stake of 9,413 shares — an estimated $690K sold.

Cutter & Co Brokerage first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $1.41M in Q3 2023. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 9,413 Shell shares in Q2 2025, an estimated $690K.
  • Cutter & Co Brokerage first reported a position in Shell in Q1 2022 and held it in 13 quarters.
  • Cutter & Co Brokerage's Shell position peaked at $1.41M in Q3 2023.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.