Northeast Financial Consultants’s Shell SHEL Stock Holding History

Northeast Financial Consultants’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 Q2	$651K	Hold	9,250	–	–	0.03%	184
2025 Q1	$678K	Hold	9,250	–	–	0.03%	175
2024 Q4	$580K	Hold	9,250	–	–	0.02%	181
2024 Q3	$610K	Hold	9,250	–	–	0.03%	182
2024 Q2	$668K	Hold	9,250	–	–	0.03%	169
2024 Q1	$620K	Hold	9,250	–	–	0.03%	178
2023 Q4	$609K	Buy	9,250 +2,000	+28%	+$131K	0.03%	170
2023 Q3	$467K	Hold	7,250	–	–	0.03%	184
2023 Q2	$438K	Hold	7,250	–	–	0.03%	197
2023 Q1	$417K	Hold	7,250	–	–	0.03%	213
2022 Q4	$413K	Hold	7,250	–	–	0.03%	213
2022 Q3	$361K	Hold	7,250	–	–	0.03%	237
2022 Q2	$379K	Hold	7,250	–	–	0.03%	230
2022 Q1	$398K	Buy	+7,250	New	+$385K	0.02%	261

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Northeast Financial Consultants's SHEL Position: Q2 2025 in Review

Northeast Financial Consultants held its Shell (SHEL) position steady in Q2 2025 at 9,250 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #184.

Northeast Financial Consultants first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $678K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Northeast Financial Consultants held 9,250 shares of Shell worth $651K as of Q2 2025.
Northeast Financial Consultants left its Shell share count unchanged in Q2 2025.
Shell made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #184 holding.
Northeast Financial Consultants first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Northeast Financial Consultants's Shell position peaked at $678K in Q1 2025.
1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.