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Mendota Financial Group’s Shell SHEL Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-40
Closed -$2.51K – 322
2024
Q4 		$2.51K Sell
40
-430
-91% -$28.2K ﹤0.01% 285
2024
Q3 		$31K Buy
470
+10
+2% +$708 0.01% 198
2024
Q2 		$33.2K Buy
460
+45
+11% +$3.22K 0.02% 193
2024
Q1 		$27.8K Hold
415
– – 0.02% 203
2023
Q4 		$27.3K Hold
415
– – 0.02% 230
2023
Q3 		$26.7K Hold
415
– – 0.03% 165
2023
Q2 		$25.1K Hold
415
– – 0.03% 166
2023
Q1 		$22.8K Hold
415
– – 0.02% 186
2022
Q4 		$23.6K Buy
+415
New +$22.9K 0.03% 169

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mendota Financial Group's SHEL Position: Q1 2025 in Review

Mendota Financial Group sold out of Shell (SHEL) in Q1 2025, closing a stake of 40 shares — an estimated $2.51K sold.

Mendota Financial Group first reported a position in SHEL in Q4 2022 and held it in 9 quarters. The position peaked at $33.2K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Mendota Financial Group reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 40 Shell shares in Q1 2025, an estimated $2.51K.
  • Mendota Financial Group first reported a position in Shell in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Shell position peaked at $33.2K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.