Simplex Trading
SHEL icon

Simplex Trading’s Shell SHEL Stock Holding History

Simplex Trading’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
2026
Q1 		$48.5M Sell
521,500
-2,200
-0.4% -$178K 0.03% 232
2025
Q4 		$38.5M Sell
523,700
-147,300
-22% -$10.9M 0.02% 345
2025
Q3 		$48M Buy
671,000
+41,200
+7% +$2.97M 0.02% 362
2025
Q2 		$44.3M Buy
629,800
+236,300
+60% +$15.8M 0.03% 316
2025
Q1 		$28.8M Buy
393,500
+88,800
+29% +$5.98M 0.02% 411
2024
Q4 		$19.1M Sell
304,700
-122,300
-29% -$8.01M 0.01% 666
2024
Q3 		$28.2M Sell
427,000
-174,000
-29% -$12.3M 0.02% 500
2024
Q2 		$43.4M Buy
601,000
+207,000
+53% +$14.8M 0.03% 341
2024
Q1 		$26.4M Buy
394,000
+6,400
+2% +$410K 0.02% 565
2023
Q4 		$25.5M Buy
387,600
+5,300
+1% +$348K 0.02% 611
2023
Q3 		$24.6M Sell
382,300
-124,900
-25% -$7.77M 0.02% 493
2023
Q2 		$30.6M Sell
507,200
-125,000
-20% -$7.5M 0.03% 409
2023
Q1 		$36.4M Buy
632,200
+239,100
+61% +$14.1M 0.03% 362
2022
Q4 		$22.4M Sell
393,100
-129,300
-25% -$7.13M 0.02% 509
2022
Q3 		$23.2M Buy
522,400
+67,800
+15% +$3.49M 0.03% 466
2022
Q2 		$20.9M Sell
454,600
-219,800
-33% -$12.3M 0.02% 481
2022
Q1 		$37M Buy
+674,400
New +$35.8M 0.03% 359

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplex Trading's SHEL Position: Q4 2024 in Review

Simplex Trading sold out of Shell (SHEL) in Q4 2024, closing a stake of 82,055 shares — an estimated $5.38M sold.

Simplex Trading first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $5.41M in Q3 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Simplex Trading reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 82,055 Shell shares in Q4 2024, an estimated $5.38M.
  • Simplex Trading first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • Simplex Trading's Shell position peaked at $5.41M in Q3 2024.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.