Heartwood Wealth Advisors’s Shell SHEL Stock Holding History

Heartwood 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	-1,047	Closed	-$74.9K	–	527
2025 Q3	$74.9K	Buy	+1,047	New	+$75.4K	0.01%	281

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

Heartwood Wealth Advisors's SHEL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Shell (SHEL) in Q4 2025, closing a stake of 1,047 shares — an estimated $74.9K sold.

Heartwood Wealth Advisors first reported a position in SHEL in Q3 2025 and held it in 1 quarter. The position peaked at $74.9K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,047 Shell shares in Q4 2025, an estimated $74.9K.
Heartwood Wealth Advisors first reported a position in Shell in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Shell position peaked at $74.9K in Q3 2025.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.