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Shell Asset Management’s XP XP Stock Holding History

Shell Asset Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$51K Sell
2,689
-7,988
-75% -$143K 0.01% 863
2025
Q2 		$216K Buy
10,677
+2,738
+34% +$47.3K 0.01% 746
2025
Q1 		$109K Buy
7,939
+265
+3% +$3.65K 0.01% 991
2024
Q4 		$91K Buy
+7,674
New +$121K ﹤0.01% 1064

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Shell Asset Management reduced its XP (XP) stake by 75% in Q3 2025, selling an estimated $143K and leaving 2,689 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #863.

Shell Asset Management first reported a position in XP in Q4 2024 and has held it in 4 quarters since. The position peaked at $216K in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Shell Asset Management held 2,689 shares of XP worth $51K as of Q3 2025.
  • Shell Asset Management sold 7,988 XP shares in Q3 2025, an estimated $143K.
  • XP made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #863 holding.
  • Shell Asset Management first reported a position in XP in Q4 2024 and has held it in 4 quarters since.
  • Shell Asset Management's XP position peaked at $216K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

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