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Rise Advisors’s Shell SHEL Stock Holding History

Rise 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
Q2 		– Sell
-347
Closed -$25.4K – 1635
2025
Q1 		$25.4K Sell
347
-546
-61% -$36.8K 0.01% 386
2024
Q4 		$56K Sell
893
-267
-23% -$17.5K 0.03% 205
2024
Q3 		$76.5K Buy
1,160
+12
+1% +$850 0.04% 168
2024
Q2 		$82.9K Buy
1,148
+45
+4% +$3.22K 0.04% 167
2024
Q1 		$73.9K Buy
1,103
+690
+167% +$44.2K 0.04% 177
2023
Q4 		$27.2K Buy
413
+189
+84% +$12.4K 0.02% 221
2023
Q3 		$14.4K Buy
+224
New +$13.9K 0.01% 271

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rise Advisors's SHEL Position: Q2 2025 in Review

Rise Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 347 shares — an estimated $25.4K sold.

Rise Advisors first reported a position in SHEL in Q3 2023 and held it in 7 quarters. The position peaked at $82.9K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Rise Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 347 Shell shares in Q2 2025, an estimated $25.4K.
  • Rise Advisors first reported a position in Shell in Q3 2023 and held it in 7 quarters.
  • Rise Advisors's Shell position peaked at $82.9K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.