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Redmont Wealth Advisors’s Shell SHEL Stock Holding History

Redmont Wealth 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
Q4 		$19K Hold
258
– – 0.03% 137
2025
Q3 		$18.5K Hold
258
– – 0.03% 147
2025
Q2 		$18.2K Buy
+258
New +$17.3K 0.03% 148
2024
Q4 		– Sell
-258
Closed -$17K – 260
2024
Q3 		$17K Hold
258
– – 0.03% 147
2024
Q2 		$18.6K Hold
258
– – 0.03% 139
2024
Q1 		$17.3K Buy
+258
New +$16.5K 0.02% 155

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

Redmont Wealth Advisors's SHEL Position: Q4 2025 in Review

Redmont Wealth Advisors held its Shell (SHEL) position steady in Q4 2025 at 258 shares worth $19K. The position accounts for 0.03% of the portfolio, ranked #137.

Redmont Wealth Advisors first reported a position in SHEL in Q1 2024 and has held it in 6 quarters since. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Redmont Wealth Advisors held 258 shares of Shell worth $19K as of Q4 2025.
  • Redmont Wealth Advisors left its Shell share count unchanged in Q4 2025.
  • Shell made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #137 holding.
  • Redmont Wealth Advisors first reported a position in Shell in Q1 2024 and has held it in 6 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.