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GeoWealth Management’s Shell SHEL Stock Holding History

GeoWealth 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
Q3 		– Sell
-1,600
Closed -$113K – 1145
2025
Q2 		$113K Buy
1,600
+50
+3% +$3.35K ﹤0.01% 787
2025
Q1 		$114K Sell
1,550
-6,866
-82% -$463K ﹤0.01% 767
2024
Q4 		$527K Sell
8,416
-2,772
-25% -$182K 0.02% 456
2024
Q3 		$738K Sell
11,188
-1,128
-9% -$79.9K 0.03% 377
2024
Q2 		$889K Buy
12,316
+3,764
+44% +$269K 0.04% 296
2024
Q1 		$573K Buy
8,552
+2,487
+41% +$159K 0.02% 404
2023
Q4 		$399K Buy
+6,065
New +$398K 0.03% 369

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
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 $5.72T AUM 30.48% 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

GeoWealth Management's SHEL Position: Q3 2025 in Review

GeoWealth Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 1,600 shares — an estimated $113K sold.

GeoWealth Management first reported a position in SHEL in Q4 2023 and held it in 7 quarters. The position peaked at $889K in Q2 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • GeoWealth Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,600 Shell shares in Q3 2025, an estimated $113K.
  • GeoWealth Management first reported a position in Shell in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's Shell position peaked at $889K in Q2 2024.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.