Ransom Advisory’s Shell SHEL Stock Holding History

Ransom 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	$356K	Buy	4,851 +590	+14%	+$43.5K	0.14%	100
2025 Q3	$305K	Hold	4,261	–	–	0.14%	90
2025 Q2	$300K	Buy	+4,261	New	+$286K	0.14%	95
2025 Q1	–	Sell	-4,261	Closed	-$267K	–	399
2024 Q4	$267K	Sell	4,261 -312	-7%	-$20.4K	0.12%	114
2024 Q3	$302K	Hold	4,573	–	–	0.14%	105
2024 Q2	$330K	Buy	4,573 +336	+8%	+$24K	0.17%	101
2024 Q1	$284K	Buy	+4,237	New	+$272K	0.15%	107

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ransom Advisory's SHEL Position: Q4 2025 in Review

Ransom Advisory increased its Shell (SHEL) stake by 14% in Q4 2025, buying an estimated $43.5K and bringing the position to 4,851 shares worth $356K. The position accounts for 0.14% of the portfolio, ranked #100.

Ransom Advisory first reported a position in SHEL in Q1 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Ransom Advisory held 4,851 shares of Shell worth $356K as of Q4 2025.
Ransom Advisory bought 590 Shell shares in Q4 2025, an estimated $43.5K.
Shell made up 0.14% of Ransom Advisory's portfolio in Q4 2025, its #100 holding.
Ransom Advisory first reported a position in Shell in Q1 2024 and has held it in 7 quarters since.
1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.