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Moloney Securities Asset Management’s Shell SHEL Stock Holding History

Moloney Securities Asset 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
Q3 		$210K Sell
2,937
-973
-25% -$70.1K 0.03% 436
2025
Q2 		$275K Buy
3,910
+50
+1% +$3.35K 0.03% 379
2025
Q1 		$283K Buy
3,860
+448
+13% +$30.2K 0.04% 362
2024
Q4 		$214K Sell
3,412
-4
-0.1% -$262 0.03% 407
2024
Q3 		$225K Buy
3,416
+210
+7% +$14.9K 0.03% 417
2024
Q2 		$231K Sell
3,206
-30
-0.9% -$2.14K 0.03% 397
2024
Q1 		$217K Sell
3,236
-277
-8% -$17.8K 0.03% 398
2023
Q4 		$231K Sell
3,513
-180
-5% -$11.8K 0.04% 382
2023
Q3 		$238K Sell
3,693
-30
-0.8% -$1.87K 0.04% 353
2023
Q2 		$225K Sell
3,723
-617
-14% -$37K 0.04% 360
2023
Q1 		$250K Sell
4,340
-764
-15% -$44.9K 0.05% 350
2022
Q4 		$291K Buy
5,104
+377
+8% +$20.8K 0.06% 294
2022
Q3 		$235K Buy
4,727
+336
+8% +$17.3K 0.06% 310
2022
Q2 		$230K Sell
4,391
-275
-6% -$15.4K 0.05% 316
2022
Q1 		$256K Buy
+4,666
New +$248K 0.05% 336

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

Moloney Securities Asset Management's SHEL Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Shell (SHEL) stake by 25% in Q3 2025, selling an estimated $70.1K and leaving 2,937 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #436.

Moloney Securities Asset Management first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $291K in Q4 2022. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Moloney Securities Asset Management held 2,937 shares of Shell worth $210K as of Q3 2025.
  • Moloney Securities Asset Management sold 973 Shell shares in Q3 2025, an estimated $70.1K.
  • Shell made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #436 holding.
  • Moloney Securities Asset Management first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Moloney Securities Asset Management's Shell position peaked at $291K in Q4 2022.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.