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Marshall & Sullivan’s Shell SHEL Stock Holding History

Marshall & Sullivan’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 		– Sell
-1,200
Closed -$84.5K – 98
2025
Q2 		$84.5K Buy
+1,200
New +$80.4K 0.04% 60
2023
Q1 		– Sell
-1,200
Closed -$68.3K – 81
2022
Q4 		$68.3K Buy
+1,200
New +$66.2K 0.04% 54
2022
Q3 		– Sell
-1,517
Closed -$79K – 83
2022
Q2 		$79K Buy
+1,517
New +$85.2K 0.05% 50

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

Marshall & Sullivan's SHEL Position: Q3 2025 in Review

Marshall & Sullivan sold out of Shell (SHEL) in Q3 2025, closing a stake of 1,200 shares — an estimated $84.5K sold.

Marshall & Sullivan first reported a position in SHEL in Q2 2022 and held it in 3 quarters. The position peaked at $84.5K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Marshall & Sullivan reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 1,200 Shell shares in Q3 2025, an estimated $84.5K.
  • Marshall & Sullivan first reported a position in Shell in Q2 2022 and held it in 3 quarters.
  • Marshall & Sullivan's Shell position peaked at $84.5K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.