Northwest Capital Management’s Shell SHEL Stock Holding History

Northwest Capital 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	–	Sell	-10,000	Closed	-$704K	–	318
2025 Q2	$704K	Hold	10,000	–	–	0.38%	63
2025 Q1	$733K	Hold	10,000	–	–	0.3%	64
2024 Q4	$627K	Hold	10,000	–	–	0.27%	66
2024 Q3	$660K	Hold	10,000	–	–	0.24%	61
2024 Q2	$722K	Hold	10,000	–	–	0.26%	57
2024 Q1	$670K	Hold	10,000	–	–	0.21%	63
2023 Q4	$658K	Hold	10,000	–	–	0.22%	60
2023 Q3	$644K	Hold	10,000	–	–	0.25%	55
2023 Q2	$604K	Hold	10,000	–	–	0.25%	57
2023 Q1	$575K	Hold	10,000	–	–	0.28%	54
2022 Q4	$570K	Hold	10,000	–	–	0.3%	55
2022 Q3	$498K	Hold	10,000	–	–	0.29%	52
2022 Q2	$523K	Hold	10,000	–	–	0.27%	53
2022 Q1	$549K	Buy	+10,000	New	+$531K	0.26%	50

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

Northwest Capital Management's SHEL Position: Q3 2025 in Review

Northwest Capital Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 10,000 shares — an estimated $704K sold.

Northwest Capital Management first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $733K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Northwest Capital Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 10,000 Shell shares in Q3 2025, an estimated $704K.
Northwest Capital Management first reported a position in Shell in Q1 2022 and held it in 14 quarters.
Northwest Capital Management's Shell position peaked at $733K in Q1 2025.
1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.