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Roberts Wealth Advisors’s Shell SHEL Stock Holding History

Roberts 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 		– Sell
-31,461
Closed -$2.25M – 102
2025
Q3 		$2.25M Sell
31,461
-2,441
-7% -$176K 0.6% 52
2025
Q2 		$2.39M Buy
33,902
+272
+0.8% +$18.2K 0.69% 45
2025
Q1 		$2.46M Sell
33,630
-21
-0.1% -$1.42K 0.76% 46
2024
Q4 		$2.23M Buy
33,651
+5,810
+21% +$381K 0.68% 48
2024
Q3 		$1.9M Buy
27,841
+341
+1% +$24.2K 0.61% 49
2024
Q2 		$2M Buy
27,500
+124
+0.5% +$8.86K 0.68% 45
2024
Q1 		$1.97M Buy
27,376
+802
+3% +$51.4K 0.74% 43
2023
Q4 		$5.04M Buy
26,574
+172
+0.7% +$11.3K 0.78% 41
2023
Q3 		$1.8M Buy
26,402
+218
+0.8% +$13.6K 0.79% 44
2023
Q2 		$1.58M Sell
26,184
-900
-3% -$54K 0.7% 47
2023
Q1 		$1.61M Buy
27,084
+27
+0.1% +$1.59K 0.74% 46
2022
Q4 		$1.51M Buy
27,057
+714
+3% +$39.4K 0.73% 49
2022
Q3 		$1.36M Buy
26,343
+335
+1% +$17.3K 0.67% 46
2022
Q2 		$1.28M Buy
26,008
+431
+2% +$24.2K 0.56% 51
2022
Q1 		$1.43M Buy
+25,577
New +$1.36M 0.56% 54

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Roberts Wealth Advisors sold out of Shell (SHEL) in Q4 2025, closing a stake of 31,461 shares — an estimated $2.25M sold.

Roberts Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 15 quarters. The position peaked at $5.04M in Q4 2023. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Roberts Wealth Advisors reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 31,461 Shell shares in Q4 2025, an estimated $2.25M.
  • Roberts Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 15 quarters.
  • Roberts Wealth Advisors's Shell position peaked at $5.04M in Q4 2023.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Roberts Wealth Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.