Forefront Wealth Management’s Shell SHEL Stock Holding History

Forefront 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	$2.56M	Sell	34,812 -753	-2%	-$55.5K	1.84%	20
2025 Q3	$2.54M	Sell	35,565 -508	-1%	-$36.6K	1.87%	20
2025 Q2	$2.54M	Sell	36,073 -7	-0%	-$469	2.04%	20
2025 Q1	$2.64M	Buy	36,080 +94	+0.3%	+$6.33K	2.45%	14
2024 Q4	$2.25M	Buy	+35,986	New	+$2.36M	2.08%	20
2023 Q3	$685K	Buy	10,636 +6	+0.1%	+$373	0.96%	30
2023 Q2	$642K	Buy	10,630 +5	+0%	+$300	0.85%	33
2023 Q1	$611K	Buy	10,625 +6	+0.1%	+$353	0.8%	33
2022 Q4	$605K	Buy	10,619 +5	+0%	+$276	0.81%	30
2022 Q3	$528K	Buy	10,614 +5	+0%	+$258	0.74%	33
2022 Q2	$554K	Buy	10,609 +5	+0%	+$281	0.75%	32
2022 Q1	$582K	Buy	+10,604	New	+$563K	0.58%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Forefront Wealth Management reduced its Shell (SHEL) stake by 2.1% in Q4 2025, selling an estimated $55.5K and leaving 34,812 shares worth $2.56M. The position accounts for 1.84% of the portfolio, ranked #20.

Forefront Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.64M in Q1 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Forefront Wealth Management held 34,812 shares of Shell worth $2.56M as of Q4 2025.
Forefront Wealth Management sold 753 Shell shares in Q4 2025, an estimated $55.5K.
Shell made up 1.84% of Forefront Wealth Management's portfolio in Q4 2025, its #20 holding.
Forefront Wealth Management first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
Forefront Wealth Management's Shell position peaked at $2.64M in Q1 2025.
1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.