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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Shell SHEL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-143
Closed -$10.1K – 570
2025
Q2 		$10.1K Buy
+143
New +$9.59K ﹤0.01% 362

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 $336B AUM 34.66% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SHEL Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Shell (SHEL) in Q3 2025, closing a stake of 143 shares — an estimated $10.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SHEL in Q2 2025 and held it in 1 quarter. The position peaked at $10.1K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 143 Shell shares in Q3 2025, an estimated $10.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Shell in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Shell position peaked at $10.1K in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.