Main Street Financial Solutions’s Shell SHEL Stock Holding History

Main Street Financial Solutions’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	$936K	Sell	12,737 -1,056	-8%	-$77.8K	0.07%	238
2025 Q3	$987K	Buy	13,793 +155	+1%	+$11.2K	0.06%	259
2025 Q2	$960K	Hold	13,638	–	–	0.07%	226
2025 Q1	$999K	Buy	+13,638	New	+$919K	0.09%	191
2024 Q4	–	Sell	-16,101	Closed	-$1.06M	–	557
2024 Q3	$1.06M	Sell	16,101 -436	-3%	-$30.9K	0.1%	187
2024 Q2	$1.19M	Buy	16,537 +23	+0.1%	+$1.64K	0.11%	170
2024 Q1	$1.11M	Buy	16,514 +13,328	+418%	+$854K	0.12%	161
2023 Q4	$210K	Sell	3,186 -28	-0.9%	-$1.84K	0.03%	427
2023 Q3	$207K	Buy	+3,214	New	+$200K	0.03%	428

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $15.4B AUM 10.9% 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 $5.72T AUM 30.48% 1-Year Est. Return

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

Main Street Financial Solutions's SHEL Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Shell (SHEL) stake by 7.7% in Q4 2025, selling an estimated $77.8K and leaving 12,737 shares worth $936K. The position accounts for 0.07% of the portfolio, ranked #238.

Main Street Financial Solutions first reported a position in SHEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2024. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Main Street Financial Solutions held 12,737 shares of Shell worth $936K as of Q4 2025.
Main Street Financial Solutions sold 1,056 Shell shares in Q4 2025, an estimated $77.8K.
Shell made up 0.07% of Main Street Financial Solutions's portfolio in Q4 2025, its #238 holding.
Main Street Financial Solutions first reported a position in Shell in Q3 2023 and has held it in 9 quarters since.
Main Street Financial Solutions's Shell position peaked at $1.19M in Q2 2024.
1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.