Helium Advisors’s Shell SHEL Stock Holding History

Helium 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	–	Sell	-3,448	Closed	-$243K	–	100
2025 Q2	$243K	Buy	3,448 +14	+0.4%	+$938	0.15%	91
2025 Q1	$252K	Sell	3,434 -85	-2%	-$5.73K	0.18%	81
2024 Q4	$220K	Buy	+3,519	New	+$231K	0.17%	89

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Helium Advisors's SHEL Position: Q3 2025 in Review

Helium Advisors sold out of Shell (SHEL) in Q3 2025, closing a stake of 3,448 shares — an estimated $243K sold.

Helium Advisors first reported a position in SHEL in Q4 2024 and held it in 3 quarters. The position peaked at $252K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Helium Advisors reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Helium Advisors sold 3,448 Shell shares in Q3 2025, an estimated $243K.
Helium Advisors first reported a position in Shell in Q4 2024 and held it in 3 quarters.
Helium Advisors's Shell position peaked at $252K in Q1 2025.
1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

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