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Semmax Financial Advisors’s Shell SHEL Stock Holding History

Semmax Financial 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 		$21.5K Hold
300
– – 0.01% 218
2025
Q1 		$19.9K Hold
300
– – 0.01% 203
2024
Q4 		$20.2K Hold
300
– – 0.01% 191
2024
Q3 		$19.7K Hold
300
– – 0.01% 184
2024
Q2 		$21.7K Hold
300
– – 0.01% 189
2024
Q1 		$22.3K Hold
300
– – 0.01% 172
2023
Q4 		$19K Hold
300
– – 0.01% 185
2023
Q3 		$19.8K Buy
+300
New +$18.7K 0.01% 165

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

Semmax Financial Advisors's SHEL Position: Q2 2025 in Review

Semmax Financial Advisors held its Shell (SHEL) position steady in Q2 2025 at 300 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #218.

Semmax Financial Advisors first reported a position in SHEL in Q3 2023 and has held it in 8 quarters since. The position peaked at $22.3K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Semmax Financial Advisors held 300 shares of Shell worth $21.5K as of Q2 2025.
  • Semmax Financial Advisors left its Shell share count unchanged in Q2 2025.
  • Shell made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #218 holding.
  • Semmax Financial Advisors first reported a position in Shell in Q3 2023 and has held it in 8 quarters since.
  • Semmax Financial Advisors's Shell position peaked at $22.3K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.