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Shell Asset Management’s Primoris Services PRIM Stock Holding History

Shell Asset Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$145K Sell
1,058
-1,578
-60% -$169K 0.01% 556
2025
Q2 		$205K Sell
2,636
-598
-18% -$40.5K 0.01% 766
2025
Q1 		$186K Sell
3,234
-139
-4% -$10.1K 0.01% 819
2024
Q4 		$258K Hold
3,373
– – 0.01% 732
2024
Q3 		$196K Buy
+3,373
New +$180K 0.01% 841
2024
Q1 		$178K Sell
3,569
-375
-10% -$13.8K 0.01% 861
2023
Q4 		$131K Sell
3,944
-1,188
-23% -$37K 0.01% 989
2023
Q3 		$168K Sell
5,132
-82
-2% -$2.68K 0.01% 958
2023
Q2 		$159K Sell
5,214
-30
-0.6% -$803 0.01% 996
2023
Q1 		$129K Sell
5,244
-18
-0.3% -$455 0.01% 1046
2022
Q4 		$115K Sell
5,262
-1,069
-17% -$21.6K 0.01% 1122
2022
Q3 		$103K Sell
6,331
-1,657
-21% -$34.6K ﹤0.01% 1224
2022
Q2 		$174K Buy
7,988
+13
+0.2% +$313 0.01% 1153
2022
Q1 		$190K Sell
7,975
-1,180
-13% -$30.4K ﹤0.01% 1170
2021
Q4 		$220K Buy
9,155
+3,387
+59% +$85.6K ﹤0.01% 1187
2021
Q3 		$141K Sell
5,768
-250
-4% -$6.72K ﹤0.01% 1262
2021
Q2 		$177K Buy
6,018
+320
+6% +$10.3K ﹤0.01% 1258
2021
Q1 		$189K Buy
+5,698
New +$188K ﹤0.01% 1156

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Shell Asset Management's PRIM Position: Q3 2025 in Review

Shell Asset Management reduced its Primoris Services (PRIM) stake by 60% in Q3 2025, selling an estimated $169K and leaving 1,058 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #556.

Shell Asset Management first reported a position in PRIM in Q1 2021 and has held it in 18 quarters since. The position peaked at $258K in Q4 2024. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Shell Asset Management held 1,058 shares of Primoris Services worth $145K as of Q3 2025.
  • Shell Asset Management sold 1,578 Primoris Services shares in Q3 2025, an estimated $169K.
  • Primoris Services made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #556 holding.
  • Shell Asset Management first reported a position in Primoris Services in Q1 2021 and has held it in 18 quarters since.
  • Shell Asset Management's Primoris Services position peaked at $258K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.