Future Financial Wealth Management’s Shell SHEL Stock Holding History

Future Financial 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	–	Sell	-200	Closed	-$14.3K	–	379
2025 Q3	$14.3K	Hold	200	–	–	0.01%	359
2025 Q2	$14.1K	Hold	200	–	–	0.01%	350
2025 Q1	$14.7K	Hold	200	–	–	0.01%	343
2024 Q4	$12.5K	Hold	200	–	–	0.01%	353
2024 Q3	$13.2K	Buy	+200	New	+$14.2K	0.01%	368
2024 Q2	–	Sell	-200	Closed	-$13.4K	–	398
2024 Q1	$13.4K	Buy	+200	New	+$12.8K	0.01%	384
2022 Q3	–	Sell	-3,700	Closed	-$203K	–	138
2022 Q2	$203K	Hold	3,700	–	–	0.2%	123
2022 Q1	$203K	Buy	+3,700	New	+$196K	0.17%	123

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Future Financial Wealth Management's SHEL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Shell (SHEL) in Q4 2025, closing a stake of 200 shares — an estimated $14.3K sold.

Future Financial Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $203K in Q2 2022. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Future Financial Wealth Management reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 200 Shell shares in Q4 2025, an estimated $14.3K.
Future Financial Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
Future Financial Wealth Management's Shell position peaked at $203K in Q2 2022.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.