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ORG Partners’s Shell SHEL Stock Holding History

ORG Partners’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 		$23.9K Buy
325
+10
+3% +$737 ﹤0.01% 759
2025
Q3 		$22.6K Hold
315
– – ﹤0.01% 768
2025
Q2 		$22.5K Buy
315
+42
+15% +$2.81K ﹤0.01% 726
2025
Q1 		$20K Sell
273
-263
-49% -$17.7K ﹤0.01% 688
2024
Q4 		$33.7K Buy
536
+2
+0.4% +$131 ﹤0.01% 633
2024
Q3 		$35.2K Sell
534
-2,445
-82% -$173K 0.01% 586
2024
Q2 		$217K Buy
2,979
+107
+4% +$7.65K 0.03% 411
2024
Q1 		$195K Buy
+2,872
New +$184K 0.37% 46
2023
Q4 		– Sell
-2,797
Closed -$180K – 1314
2023
Q3 		$180K Buy
2,797
+48
+2% +$2.99K 0.05% 300
2023
Q2 		$167K Buy
+2,749
New +$165K 0.03% 405

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

ORG Partners's SHEL Position: Q4 2025 in Review

ORG Partners increased its Shell (SHEL) stake by 3.2% in Q4 2025, buying an estimated $737 and bringing the position to 325 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

ORG Partners first reported a position in SHEL in Q2 2023 and has held it in 10 quarters since. The position peaked at $217K in Q2 2024. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • ORG Partners held 325 shares of Shell worth $23.9K as of Q4 2025.
  • ORG Partners bought 10 Shell shares in Q4 2025, an estimated $737.
  • Shell made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #759 holding.
  • ORG Partners first reported a position in Shell in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Shell position peaked at $217K in Q2 2024.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.