Grey Fox Wealth Advisors’s Shell SHEL Stock Holding History

Grey Fox Wealth Advisors’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	-469	Closed	-$33.5K	–	514
2025 Q3	$33.5K	Buy	+469	New	+$33.8K	0.01%	298

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

Grey Fox Wealth Advisors's SHEL Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Shell (SHEL) in Q4 2025, closing a stake of 469 shares — an estimated $33.5K sold.

Grey Fox Wealth Advisors first reported a position in SHEL in Q3 2025 and held it in 1 quarter. The position peaked at $33.5K in Q3 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 469 Shell shares in Q4 2025, an estimated $33.5K.
Grey Fox Wealth Advisors first reported a position in Shell in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Shell position peaked at $33.5K in Q3 2025.
1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.