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POM Investment Strategies’s Shell SHEL Stock Holding History

POM Investment Strategies’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 		– Sell
-127
Closed -$9.08K – 363
2025
Q3 		$9.08K Buy
+127
New +$9.14K ﹤0.01% 117
2025
Q2 		– Sell
-664
Closed -$48.7K – 213
2025
Q1 		$48.7K Buy
+664
New +$44.7K 0.06% 53
2024
Q4 		– Sell
-100
Closed -$6.59K – 375
2024
Q3 		$6.59K Sell
100
-205
-67% -$14.5K 0.01% 159
2024
Q2 		$22K Buy
+305
New +$21.8K 0.02% 118

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

POM Investment Strategies's SHEL Position: Q4 2025 in Review

POM Investment Strategies sold out of Shell (SHEL) in Q4 2025, closing a stake of 127 shares — an estimated $9.08K sold.

POM Investment Strategies first reported a position in SHEL in Q2 2024 and held it in 4 quarters. The position peaked at $48.7K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • POM Investment Strategies reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • POM Investment Strategies sold 127 Shell shares in Q4 2025, an estimated $9.08K.
  • POM Investment Strategies first reported a position in Shell in Q2 2024 and held it in 4 quarters.
  • POM Investment Strategies's Shell position peaked at $48.7K in Q1 2025.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on POM Investment Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.