GPS Wealth Strategies Group’s Shell SHEL Stock Holding History

GPS Wealth Strategies Group’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	$10.3K	Sell	140 -244	-64%	-$18K	0.01%	382
2025 Q3	$27.5K	Hold	384	–	–	﹤0.01%	814
2025 Q2	$27K	Buy	384 +116	+43%	+$7.78K	﹤0.01%	787
2025 Q1	$19.6K	Buy	268 +128	+91%	+$8.62K	﹤0.01%	833
2024 Q4	$8.77K	Hold	140	–	–	﹤0.01%	978
2024 Q3	$9.23K	Hold	140	–	–	﹤0.01%	963
2024 Q2	$10.1K	Hold	140	–	–	﹤0.01%	915
2024 Q1	$9.39K	Hold	140	–	–	﹤0.01%	870
2023 Q4	$9.21K	Hold	140	–	–	﹤0.01%	858
2023 Q3	$9.01K	Hold	140	–	–	﹤0.01%	858
2023 Q2	$8.45K	Buy	+140	New	+$8.4K	﹤0.01%	879

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

GPS Wealth Strategies Group's SHEL Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Shell (SHEL) stake by 64% in Q4 2025, selling an estimated $18K and leaving 140 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #382.

GPS Wealth Strategies Group first reported a position in SHEL in Q2 2023 and has held it in 11 quarters since. The position peaked at $27.5K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

GPS Wealth Strategies Group held 140 shares of Shell worth $10.3K as of Q4 2025.
GPS Wealth Strategies Group sold 244 Shell shares in Q4 2025, an estimated $18K.
Shell made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #382 holding.
GPS Wealth Strategies Group first reported a position in Shell in Q2 2023 and has held it in 11 quarters since.
GPS Wealth Strategies Group's Shell position peaked at $27.5K in Q3 2025.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.