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Nalls Sherbakoff Group’s Shell SHEL Stock Holding History

Nalls Sherbakoff 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 		$35.6K Buy
484
+214
+79% +$15.8K 0.03% 230
2025
Q3 		$19.3K Hold
270
– – 0.01% 283
2025
Q2 		$19K Hold
270
– – 0.01% 283
2025
Q1 		$19.8K Buy
+270
New +$18.2K 0.02% 249
2023
Q4 		$13.2K Hold
200
– – 0.01% 258
2023
Q3 		$12.9K Hold
200
– – 0.01% 253
2023
Q2 		$11.2K Hold
200
– – 0.01% 262
2023
Q1 		$11.6K Buy
+200
New +$11.8K 0.01% 266

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nalls Sherbakoff Group's SHEL Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Shell (SHEL) stake by 79% in Q4 2025, buying an estimated $15.8K and bringing the position to 484 shares worth $35.6K. The position accounts for 0.03% of the portfolio, ranked #230.

Nalls Sherbakoff Group first reported a position in SHEL in Q1 2023 and has held it in 8 quarters since. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Nalls Sherbakoff Group held 484 shares of Shell worth $35.6K as of Q4 2025.
  • Nalls Sherbakoff Group bought 214 Shell shares in Q4 2025, an estimated $15.8K.
  • Shell made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #230 holding.
  • Nalls Sherbakoff Group first reported a position in Shell in Q1 2023 and has held it in 8 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.