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Ramirez Asset Management’s Shell SHEL Stock Holding History

Ramirez Asset 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
Q1 		– Sell
-200
Closed -$12.5K – 407
2024
Q4 		$12.5K Hold
200
– – ﹤0.01% 354
2024
Q3 		$13.2K Hold
200
– – ﹤0.01% 363
2024
Q2 		$14.4K Hold
200
– – ﹤0.01% 354
2024
Q1 		$13.4K Sell
200
-186,579
-100% -$12M ﹤0.01% 353
2023
Q4 		$12.3M Sell
186,779
-10,329
-5% -$678K 2.49% 2
2023
Q3 		$12.7M Buy
+197,108
New +$12.3M 2.73% 2

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ramirez Asset Management's SHEL Position: Q1 2025 in Review

Ramirez Asset Management sold out of Shell (SHEL) in Q1 2025, closing a stake of 200 shares — an estimated $12.5K sold.

Ramirez Asset Management first reported a position in SHEL in Q3 2023 and held it in 6 quarters. The position peaked at $12.7M in Q3 2023. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Ramirez Asset Management reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Ramirez Asset Management sold 200 Shell shares in Q1 2025, an estimated $12.5K.
  • Ramirez Asset Management first reported a position in Shell in Q3 2023 and held it in 6 quarters.
  • Ramirez Asset Management's Shell position peaked at $12.7M in Q3 2023.
  • 1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Ramirez Asset Management's 13F filing for Q1 2025, filed 7 May 2025.