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Seaview Investment Managers’s Shell SHEL Stock Holding History

Seaview Investment Managers’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
Q3 		– Sell
-5,445
Closed -$383K – 124
2025
Q2 		$383K Sell
5,445
-173
-3% -$11.6K 0.08% 95
2025
Q1 		$412K Sell
5,618
-428
-7% -$28.8K 0.1% 82
2024
Q4 		$379K Buy
6,046
+23
+0.4% +$1.51K 0.1% 64
2024
Q3 		$397K Sell
6,023
-1,276
-17% -$90.4K 0.12% 51
2024
Q2 		$527K Sell
7,299
-120,190
-94% -$8.59M 0.16% 46
2024
Q1 		$8.55M Buy
127,489
+7,720
+6% +$495K 2.57% 18
2023
Q4 		$7.88M Sell
119,769
-5,910
-5% -$388K 2.52% 18
2023
Q3 		$8.09M Buy
125,679
+3,142
+3% +$196K 2.7% 7
2023
Q2 		$7.4M Buy
122,537
+5,687
+5% +$341K 2.4% 16
2023
Q1 		$6.72M Buy
116,850
+6,443
+6% +$379K 2.31% 20
2022
Q4 		$6.29M Buy
+110,407
New +$6.09M 2.51% 14

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Seaview Investment Managers's SHEL Position: Q3 2025 in Review

Seaview Investment Managers sold out of Shell (SHEL) in Q3 2025, closing a stake of 5,445 shares — an estimated $383K sold.

Seaview Investment Managers first reported a position in SHEL in Q4 2022 and held it in 11 quarters. The position peaked at $8.55M in Q1 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Seaview Investment Managers reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Seaview Investment Managers sold 5,445 Shell shares in Q3 2025, an estimated $383K.
  • Seaview Investment Managers first reported a position in Shell in Q4 2022 and held it in 11 quarters.
  • Seaview Investment Managers's Shell position peaked at $8.55M in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.