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Parkworth Wealth Management’s Shell SHEL Stock Holding History

Parkworth Wealth 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
Q2 		$9.61K Buy
136
+1
+0.7% +$67 0.01% 146
2025
Q1 		$9.9K Buy
135
+1
+0.7% +$67 0.01% 132
2024
Q4 		$8.38K Buy
+134
New +$8.78K 0.01% 150

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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

Parkworth Wealth Management's SHEL Position: Q2 2025 in Review

Parkworth Wealth Management increased its Shell (SHEL) stake by 0.74% in Q2 2025, buying an estimated $67 and bringing the position to 136 shares worth $9.61K. The position accounts for 0.01% of the portfolio, ranked #146.

Parkworth Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.9K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Parkworth Wealth Management held 136 shares of Shell worth $9.61K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Shell share in Q2 2025, an estimated $67.
  • Shell made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #146 holding.
  • Parkworth Wealth Management first reported a position in Shell in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Shell position peaked at $9.9K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.