Lawson Kroeker Investment Management’s Shell SHEL Stock Holding History

Lawson Kroeker Investment 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	–	Sell	-5,039	Closed	-$360K	–	88
2025 Q3	$360K	Sell	5,039 -240	-5%	-$17.3K	0.07%	81
2025 Q2	$372K	Sell	5,279 -110	-2%	-$7.37K	0.07%	80
2025 Q1	$395K	Sell	5,389 -226	-4%	-$15.2K	0.07%	77
2024 Q4	$352K	Sell	5,615 -265	-5%	-$17.4K	0.07%	84
2024 Q3	$388K	Sell	5,880 -215	-4%	-$15.2K	0.07%	80
2024 Q2	$440K	Buy	6,095 +1,500	+33%	+$107K	0.08%	79
2024 Q1	$308K	Sell	4,595 -380	-8%	-$24.4K	0.06%	80
2023 Q4	$327K	Hold	4,975	–	–	0.07%	80
2023 Q3	$320K	Hold	4,975	–	–	0.07%	80
2023 Q2	$300K	Sell	4,975 -223	-4%	-$13.4K	0.07%	75
2023 Q1	$299K	Buy	+5,198	New	+$306K	0.07%	85

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lawson Kroeker Investment Management's SHEL Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Shell (SHEL) in Q4 2025, closing a stake of 5,039 shares — an estimated $360K sold.

Lawson Kroeker Investment Management first reported a position in SHEL in Q1 2023 and held it in 11 quarters. The position peaked at $440K in Q2 2024. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 5,039 Shell shares in Q4 2025, an estimated $360K.
Lawson Kroeker Investment Management first reported a position in Shell in Q1 2023 and held it in 11 quarters.
Lawson Kroeker Investment Management's Shell position peaked at $440K in Q2 2024.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.