IP
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Interval Partners’s Shell SHEL Stock Holding History

Interval Partners’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
-43,407
Closed -$3.06M – 464
2025
Q2 		$3.06M Buy
43,407
+13,130
+43% +$880K 0.05% 247
2025
Q1 		$2.22M Sell
30,277
-10,442
-26% -$703K 0.05% 262
2024
Q4 		$2.55M Sell
40,719
-30,257
-43% -$1.98M 0.05% 248
2024
Q3 		$4.68M Sell
70,976
-13,955
-16% -$988K 0.11% 182
2024
Q2 		$6.13M Buy
+84,931
New +$6.07M 0.13% 159

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Interval Partners's SHEL Position: Q3 2025 in Review

Interval Partners sold out of Shell (SHEL) in Q3 2025, closing a stake of 43,407 shares — an estimated $3.06M sold.

Interval Partners first reported a position in SHEL in Q2 2024 and held it in 5 quarters. The position peaked at $6.13M in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Interval Partners reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Interval Partners sold 43,407 Shell shares in Q3 2025, an estimated $3.06M.
  • Interval Partners first reported a position in Shell in Q2 2024 and held it in 5 quarters.
  • Interval Partners's Shell position peaked at $6.13M in Q2 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Interval Partners's 13F filing for Q3 2025, filed 14 Nov 2025.