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Ellerson Group’s Shell SHEL Stock Holding History

Ellerson Group’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
-6,835
Closed -$501K – 55
2025
Q1 		$501K Sell
6,835
-866
-11% -$58.3K 0.4% 35
2024
Q4 		$482K Sell
7,701
-150
-2% -$9.83K 0.35% 33
2024
Q3 		$518K Buy
7,851
+1,200
+18% +$85K 0.41% 33
2024
Q2 		$480K Sell
6,651
-1,200
-15% -$85.8K 0.37% 32
2024
Q1 		$526K Sell
7,851
-100
-1% -$6.41K 0.4% 33
2023
Q4 		$523K Hold
7,951
– – 0.45% 32
2023
Q3 		$512K Buy
7,951
+980
+14% +$61K 0.48% 34
2023
Q2 		$421K Hold
6,971
– – 0.4% 34
2023
Q1 		$401K Sell
6,971
-1,200
-15% -$70.6K 0.43% 31
2022
Q4 		$465K Buy
+8,171
New +$450K 0.49% 36

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 $134M AUM 21.11% 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

Ellerson Group's SHEL Position: Q2 2025 in Review

Ellerson Group sold out of Shell (SHEL) in Q2 2025, closing a stake of 6,835 shares — an estimated $501K sold.

Ellerson Group first reported a position in SHEL in Q4 2022 and held it in 10 quarters. The position peaked at $526K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Ellerson Group reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Ellerson Group sold 6,835 Shell shares in Q2 2025, an estimated $501K.
  • Ellerson Group first reported a position in Shell in Q4 2022 and held it in 10 quarters.
  • Ellerson Group's Shell position peaked at $526K in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Ellerson Group's 13F filing for Q2 2025, filed 7 Aug 2025.