Prudent Man Advisors’s Shell SHEL Stock Holding History

Prudent Man Advisors’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	–	Sell	-3,488	Closed	-$246K	–	177
2025 Q2	$246K	Buy	3,488 +89	+3%	+$5.97K	0.08%	152
2025 Q1	$249K	Hold	3,399	–	–	0.09%	140
2024 Q4	$213K	Hold	3,399	–	–	0.08%	157
2024 Q3	$224K	Buy	3,399 +20	+0.6%	+$1.42K	0.07%	156
2024 Q2	$244K	Sell	3,379 -285	-8%	-$20.4K	0.09%	141
2024 Q1	$246K	Sell	3,664 -905	-20%	-$58K	0.09%	145
2023 Q4	$301K	Sell	4,569 -859	-16%	-$56.4K	0.11%	140
2023 Q3	$349K	Sell	5,428 -192	-3%	-$12K	0.14%	132
2023 Q2	$339K	Hold	5,620	–	–	0.13%	137
2023 Q1	$323K	Hold	5,620	–	–	0.13%	137
2022 Q4	$320K	Buy	5,620 +1,590	+39%	+$87.6K	0.13%	138
2022 Q3	$201K	Hold	4,030	–	–	0.1%	158
2022 Q2	$211K	Sell	4,030 -505	-11%	-$28.4K	0.1%	145
2022 Q1	$249K	Buy	+4,535	New	+$241K	0.1%	146

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Prudent Man Advisors's SHEL Position: Q3 2025 in Review

Prudent Man Advisors sold out of Shell (SHEL) in Q3 2025, closing a stake of 3,488 shares — an estimated $246K sold.

Prudent Man Advisors first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $349K in Q3 2023. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Prudent Man Advisors reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 3,488 Shell shares in Q3 2025, an estimated $246K.
Prudent Man Advisors first reported a position in Shell in Q1 2022 and held it in 14 quarters.
Prudent Man Advisors's Shell position peaked at $349K in Q3 2023.
1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.