Nan Shan Life Insurance’s Shell SHEL Stock Holding History

Nan Shan Life Insurance’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	-36,888	Closed	-$2.6M	–	116
2025 Q2	$2.6M	Hold	36,888	–	–	0.06%	104
2025 Q1	$2.7M	Hold	36,888	–	–	0.06%	98
2024 Q4	$2.31M	Hold	36,888	–	–	0.06%	99
2024 Q3	$2.43M	Sell	36,888 -32,000	-46%	-$2.27M	0.06%	86
2024 Q2	$4.97M	Sell	68,888 -487,422	-88%	-$34.8M	0.12%	90
2024 Q1	$37.3M	Hold	556,310	–	–	0.88%	41
2023 Q4	$36.6M	Hold	556,310	–	–	0.88%	42
2023 Q3	$35.8M	Hold	556,310	–	–	0.98%	41
2023 Q2	$33.6M	Hold	556,310	–	–	0.81%	43
2023 Q1	$32M	Hold	556,310	–	–	0.76%	44
2022 Q4	$31.7M	Hold	556,310	–	–	0.87%	38
2022 Q3	$27.7M	Sell	556,310 -80	-0%	-$4.12K	0.68%	49
2022 Q2	$29.1M	Sell	556,390 -10	-0%	-$562	0.61%	54
2022 Q1	$30.6M	Buy	+556,400	New	+$29.5M	0.54%	58

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nan Shan Life Insurance's SHEL Position: Q3 2025 in Review

Nan Shan Life Insurance sold out of Shell (SHEL) in Q3 2025, closing a stake of 36,888 shares — an estimated $2.6M sold.

Nan Shan Life Insurance first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $37.3M in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Nan Shan Life Insurance reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Nan Shan Life Insurance sold 36,888 Shell shares in Q3 2025, an estimated $2.6M.
Nan Shan Life Insurance first reported a position in Shell in Q1 2022 and held it in 14 quarters.
Nan Shan Life Insurance's Shell position peaked at $37.3M in Q1 2024.
1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Nan Shan Life Insurance's 13F filing for Q3 2025, filed 14 Nov 2025.