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Hemington Wealth Management’s Shell SHEL Stock Holding History

Hemington Wealth Management’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 		$15K Hold
219
– – ﹤0.01% 753
2025
Q2 		$15K Hold
219
– – ﹤0.01% 729
2025
Q1 		$16K Hold
219
– – ﹤0.01% 651
2024
Q4 		$13K Hold
219
– – ﹤0.01% 681
2024
Q3 		$14K Buy
+219
New +$15.5K ﹤0.01% 618

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's SHEL Position: Q3 2025 in Review

Hemington Wealth Management held its Shell (SHEL) position steady in Q3 2025 at 219 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Hemington Wealth Management first reported a position in SHEL in Q3 2024 and has held it in 5 quarters since. The position peaked at $16K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Hemington Wealth Management held 219 shares of Shell worth $15K as of Q3 2025.
  • Hemington Wealth Management left its Shell share count unchanged in Q3 2025.
  • Shell made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #753 holding.
  • Hemington Wealth Management first reported a position in Shell in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Shell position peaked at $16K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.