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Global Financial Private Client’s Shell SHEL Stock Holding History

Global Financial Private Client’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
-700
Closed -$51.3K – 1347
2025
Q1 		$51.3K Hold
700
– – 0.02% 326
2024
Q4 		$43.9K Sell
700
-37
-5% -$2.42K 0.02% 332
2024
Q3 		$48.6K Buy
737
+205
+39% +$14.5K 0.02% 321
2024
Q2 		$38.4K Hold
532
– – 0.02% 327
2024
Q1 		$36.1K Sell
532
-673
-56% -$43.1K 0.02% 337
2023
Q4 		$79.3K Hold
1,205
– – 0.04% 257
2023
Q3 		$76.3K Hold
1,205
– – 0.04% 242
2023
Q2 		$73.3K Sell
1,205
-23
-2% -$1.38K 0.04% 254
2023
Q1 		$74.3K Hold
1,228
– – 0.04% 242
2022
Q4 		$69.9K Buy
1,228
+23
+2% +$1.27K 0.04% 237
2022
Q3 		$63.1K Sell
1,205
-10
-0.8% -$515 0.04% 240
2022
Q2 		$63.1K Sell
1,215
-20
-2% -$1.12K 0.04% 240
2022
Q1 		$68.9K Buy
+1,235
New +$65.6K 0.03% 240

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Global Financial Private Client's SHEL Position: Q2 2025 in Review

Global Financial Private Client sold out of Shell (SHEL) in Q2 2025, closing a stake of 700 shares — an estimated $51.3K sold.

Global Financial Private Client first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $79.3K in Q4 2023. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Global Financial Private Client reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 700 Shell shares in Q2 2025, an estimated $51.3K.
  • Global Financial Private Client first reported a position in Shell in Q1 2022 and held it in 13 quarters.
  • Global Financial Private Client's Shell position peaked at $79.3K in Q4 2023.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.