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Janney Capital Management’s Shell SHEL Stock Holding History

Janney Capital 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
Q4 		$8.34M Sell
113,557
-2,459
-2% -$181K 0.52% 78
2025
Q3 		$8.3M Sell
116,016
-1,606
-1% -$116K 0.52% 82
2025
Q2 		$8.28M Sell
117,622
-2,124
-2% -$142K 0.53% 85
2025
Q1 		$8.78M Sell
119,746
-6,048
-5% -$407K 0.6% 74
2024
Q4 		$7.88M Sell
125,794
-2,020
-2% -$132K 0.52% 81
2024
Q3 		$8.43M Sell
127,814
-1,806
-1% -$128K 0.57% 80
2024
Q2 		$9.36M Sell
129,620
-1,354
-1% -$96.8K 0.66% 65
2024
Q1 		$8.78M Sell
130,974
-5,293
-4% -$339K 0.58% 75
2023
Q4 		$8.97M Sell
136,267
-4,915
-3% -$323K 0.6% 75
2023
Q3 		$9.09M Buy
141,182
+231
+0.2% +$14.4K 0.7% 60
2023
Q2 		$8.51M Buy
140,951
+1,350
+1% +$81K 0.59% 75
2023
Q1 		$8.03M Sell
139,601
-1,182
-0.8% -$69.5K 0.6% 70
2022
Q4 		$8.02M Buy
140,783
+2,016
+1% +$111K 0.57% 74
2022
Q3 		$6.91M Buy
138,767
+480
+0.3% +$24.7K 0.56% 78
2022
Q2 		$7.23M Buy
+138,287
New +$7.77M 0.58% 67

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Janney Capital Management's SHEL Position: Q4 2025 in Review

Janney Capital Management reduced its Shell (SHEL) stake by 2.1% in Q4 2025, selling an estimated $181K and leaving 113,557 shares worth $8.34M. The position accounts for 0.52% of the portfolio, ranked #78.

Janney Capital Management first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.36M in Q2 2024. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Janney Capital Management held 113,557 shares of Shell worth $8.34M as of Q4 2025.
  • Janney Capital Management sold 2,459 Shell shares in Q4 2025, an estimated $181K.
  • Shell made up 0.52% of Janney Capital Management's portfolio in Q4 2025, its #78 holding.
  • Janney Capital Management first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
  • Janney Capital Management's Shell position peaked at $9.36M in Q2 2024.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.