Fermata Advisors’s Shell SHEL Stock Holding History

Fermata Advisors’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	-5,342	Closed	-$391K	–	277
2025 Q1	$391K	Buy	+5,342	New	+$360K	0.07%	189

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

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

Fermata Advisors's SHEL Position: Q2 2025 in Review

Fermata Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 5,342 shares — an estimated $391K sold.

Fermata Advisors first reported a position in SHEL in Q1 2025 and held it in 1 quarter. The position peaked at $391K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Fermata Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 5,342 Shell shares in Q2 2025, an estimated $391K.
Fermata Advisors first reported a position in Shell in Q1 2025 and held it in 1 quarter.
Fermata Advisors's Shell position peaked at $391K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.