PWA
SHEL icon

Principia Wealth Advisory’s Shell SHEL Stock Holding History

Principia Wealth Advisory’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 		$10.7K Sell
146
-6
-4% -$442 0.01% 188
2025
Q3 		$10.9K Buy
152
+94
+162% +$6.77K 0.01% 192
2025
Q2 		$4.08K Buy
+58
New +$3.89K ﹤0.01% 260

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

Principia Wealth Advisory's SHEL Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Shell (SHEL) stake by 3.9% in Q4 2025, selling an estimated $442 and leaving 146 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #188.

Principia Wealth Advisory first reported a position in SHEL in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Principia Wealth Advisory held 146 shares of Shell worth $10.7K as of Q4 2025.
  • Principia Wealth Advisory sold 6 Shell shares in Q4 2025, an estimated $442.
  • Shell made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #188 holding.
  • Principia Wealth Advisory first reported a position in Shell in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Shell position peaked at $10.9K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.