Litman Gregory Wealth Management’s Shell SHEL Stock Holding History

Litman Gregory Wealth 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	$36.7K	Buy	+500	New	+$36.8K	﹤0.01%	243

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.55T AUM 33.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Litman Gregory Wealth Management's SHEL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Shell (SHEL) in Q4 2025: 500 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings.

1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of Shell worth $36.7K as of Q4 2025.
Shell was a new Litman Gregory Wealth Management position in Q4 2025.
Shell made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #243 holding.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.