MidWestOne Financial Group’s Shell SHEL Stock Holding History

MidWestOne 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 Q4	$1.45M	Buy	19,693 +890	+5%	+$65.6K	0.16%	120
2025 Q3	$1.34M	Sell	18,803 -27	-0.1%	-$1.94K	0.16%	126
2025 Q2	$1.33M	Buy	18,830 +88	+0.5%	+$5.9K	0.17%	124
2025 Q1	$1.37M	Sell	18,742 -6,524	-26%	-$439K	0.2%	117
2024 Q4	$1.58M	Buy	25,266 +14,123	+127%	+$926K	0.22%	98
2024 Q3	$735K	Sell	11,143 -2,452	-18%	-$174K	0.1%	190
2024 Q2	$981K	Buy	13,595 +2,742	+25%	+$196K	0.18%	146
2024 Q1	$728K	Sell	10,853 -3,209	-23%	-$206K	0.13%	186
2023 Q4	$925K	Sell	14,062 -635	-4%	-$41.7K	0.18%	141
2023 Q3	$946K	Buy	14,697 +4,307	+41%	+$268K	0.21%	122
2023 Q2	$627K	Buy	10,390 +790	+8%	+$47.4K	0.14%	183
2023 Q1	$552K	Buy	+9,600	New	+$565K	0.12%	178

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

MidWestOne Financial Group's SHEL Position: Q4 2025 in Review

MidWestOne Financial Group increased its Shell (SHEL) stake by 4.7% in Q4 2025, buying an estimated $65.6K and bringing the position to 19,693 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #120.

MidWestOne Financial Group first reported a position in SHEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2024. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

MidWestOne Financial Group held 19,693 shares of Shell worth $1.45M as of Q4 2025.
MidWestOne Financial Group bought 890 Shell shares in Q4 2025, an estimated $65.6K.
Shell made up 0.16% of MidWestOne Financial Group's portfolio in Q4 2025, its #120 holding.
MidWestOne Financial Group first reported a position in Shell in Q1 2023 and has held it in 12 quarters since.
MidWestOne Financial Group's Shell position peaked at $1.58M in Q4 2024.
1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.