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Pinnacle Financial Partners (Tennessee)’s Shell SHEL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 		$8.56M Buy
119,684
+8,387
+8% +$604K 0.21% 128
2025
Q2 		$7.84M Buy
111,297
+7,773
+8% +$521K 0.16% 144
2025
Q1 		$7.59M Buy
103,524
+13,590
+15% +$916K 0.15% 146
2024
Q4 		$5.63M Sell
89,934
-53,745
-37% -$3.52M 0.11% 165
2024
Q3 		$9.48M Buy
143,679
+481
+0.3% +$34.1K 0.19% 128
2024
Q2 		$10.3M Buy
143,198
+5,008
+4% +$358K 0.22% 109
2024
Q1 		$9.26M Buy
138,190
+4,067
+3% +$261K 0.2% 123
2023
Q4 		$8.83M Buy
134,123
+10,438
+8% +$685K 0.21% 119
2023
Q3 		$7.96M Buy
123,685
+114,946
+1,315% +$7.15M 0.21% 114
2023
Q2 		$528K Buy
8,739
+289
+3% +$17.3K 0.01% 293
2023
Q1 		$486K Buy
8,450
+53
+0.6% +$3.12K 0.01% 296
2022
Q4 		$478K Buy
8,397
+19
+0.2% +$1.05K 0.01% 294
2022
Q3 		$417K Buy
+8,378
New +$432K 0.02% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SHEL Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Shell (SHEL) stake by 7.5% in Q3 2025, buying an estimated $604K and bringing the position to 119,684 shares worth $8.56M. The position accounts for 0.21% of the portfolio, ranked #128.

Pinnacle Financial Partners (Tennessee) first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $10.3M in Q2 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 119,684 shares of Shell worth $8.56M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 8,387 Shell shares in Q3 2025, an estimated $604K.
  • Shell made up 0.21% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #128 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Shell position peaked at $10.3M in Q2 2024.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.