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Iconiq Capital’s Shell SHEL Stock Holding History

Iconiq Capital’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
-9,284
Closed -$654K – 338
2025
Q2 		$654K Sell
9,284
-596
-6% -$40K 0.01% 141
2025
Q1 		$724K Buy
9,880
+2,442
+33% +$165K 0.01% 123
2024
Q4 		$466K Buy
7,438
+3,186
+75% +$209K 0.01% 164
2024
Q3 		$280K Buy
+4,252
New +$301K 0.01% 151

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

Iconiq Capital's SHEL Position: Q3 2025 in Review

Iconiq Capital sold out of Shell (SHEL) in Q3 2025, closing a stake of 9,284 shares — an estimated $654K sold.

Iconiq Capital first reported a position in SHEL in Q3 2024 and held it in 4 quarters. The position peaked at $724K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Iconiq Capital reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 9,284 Shell shares in Q3 2025, an estimated $654K.
  • Iconiq Capital first reported a position in Shell in Q3 2024 and held it in 4 quarters.
  • Iconiq Capital's Shell position peaked at $724K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.