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Hopwood Financial Services’s Shell SHEL Stock Holding History

Hopwood Financial 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
-196
Closed -$14K – 254
2025
Q3 		$14K Hold
196
– – 0.01% 233
2025
Q2 		$13.8K Hold
196
– – 0.01% 212
2025
Q1 		$14.4K Hold
196
– – 0.01% 211
2024
Q4 		$12.3K Buy
+196
New +$12.8K 0.01% 227

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hopwood Financial Services's SHEL Position: Q4 2025 in Review

Hopwood Financial Services sold out of Shell (SHEL) in Q4 2025, closing a stake of 196 shares — an estimated $14K sold.

Hopwood Financial Services first reported a position in SHEL in Q4 2024 and held it in 4 quarters. The position peaked at $14.4K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Hopwood Financial Services reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 196 Shell shares in Q4 2025, an estimated $14K.
  • Hopwood Financial Services first reported a position in Shell in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Shell position peaked at $14.4K in Q1 2025.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.