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Harvest Investment Services’s Shell SHEL Stock Holding History

Harvest Investment Services’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
-3,141
Closed -$225K – 377
2025
Q3 		$225K Sell
3,141
-56
-2% -$4.03K 0.05% 289
2025
Q2 		$225K Sell
3,197
-2
-0.1% -$134 0.05% 286
2025
Q1 		$234K Hold
3,199
– – 0.07% 231
2024
Q4 		$200K Buy
+3,199
New +$210K 0.05% 274

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harvest Investment Services's SHEL Position: Q4 2025 in Review

Harvest Investment Services sold out of Shell (SHEL) in Q4 2025, closing a stake of 3,141 shares — an estimated $225K sold.

Harvest Investment Services first reported a position in SHEL in Q4 2024 and held it in 4 quarters. The position peaked at $234K in Q1 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Harvest Investment Services reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 3,141 Shell shares in Q4 2025, an estimated $225K.
  • Harvest Investment Services first reported a position in Shell in Q4 2024 and held it in 4 quarters.
  • Harvest Investment Services's Shell position peaked at $234K in Q1 2025.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.