Guerra Advisors’s Shell SHEL Stock Holding History

Guerra 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 Q3	$951K	Buy	+13,301	New	+$958K	0.35%	63

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Guerra Advisors's SHEL Position: Q3 2025 in Review

Guerra Advisors opened a new position in Shell (SHEL) in Q3 2025: 13,301 shares worth $951K. The stake represents 0.35% of the portfolio and ranks #63 among its holdings.

1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Guerra Advisors held 13,301 shares of Shell worth $951K as of Q3 2025.
Shell was a new Guerra Advisors position in Q3 2025.
Shell made up 0.35% of Guerra Advisors's portfolio in Q3 2025, its #63 holding.
1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.