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Kathleen S. Wright Associates’s Shell SHEL Stock Holding History

Kathleen S. Wright Associates’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 		$13.5K Hold
189
– – 0.01% 203
2025
Q2 		$13.3K Hold
189
– – 0.01% 209
2025
Q1 		$13.8K Hold
189
– – 0.01% 209
2024
Q4 		$11.8K Hold
189
– – ﹤0.01% 214
2024
Q3 		$12.5K Hold
189
– – 0.01% 241
2024
Q2 		$13.6K Hold
189
– – 0.01% 186
2024
Q1 		$12.7K Hold
189
– – 0.01% 178
2023
Q4 		$12.4K Buy
+189
New +$12.4K 0.01% 157

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

Kathleen S. Wright Associates's SHEL Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Shell (SHEL) position steady in Q3 2025 at 189 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #203.

Kathleen S. Wright Associates first reported a position in SHEL in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.8K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Kathleen S. Wright Associates held 189 shares of Shell worth $13.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its Shell share count unchanged in Q3 2025.
  • Shell made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #203 holding.
  • Kathleen S. Wright Associates first reported a position in Shell in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Shell position peaked at $13.8K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.