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Sonora Investment Management Group’s Shell SHEL Stock Holding History

Sonora Investment Management Group’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 		$508K Sell
7,095
-834
-11% -$60.1K 0.04% 163
2025
Q2 		$558K Buy
7,929
+1,213
+18% +$81.3K 0.04% 160
2025
Q1 		$492K Sell
6,716
-196
-3% -$13.2K 0.04% 171
2024
Q4 		$433K Buy
6,912
+285
+4% +$18.7K 0.03% 187
2024
Q3 		$437K Sell
6,627
-48
-0.7% -$3.4K 0.03% 185
2024
Q2 		$448K Hold
6,675
– – 0.04% 184
2024
Q1 		$448K Sell
6,675
-1,226
-16% -$78.6K 0.04% 184
2023
Q4 		$520K Buy
7,901
+1,434
+22% +$94.1K 0.04% 164
2023
Q3 		$416K Buy
6,467
+221
+4% +$13.8K 0.04% 172
2023
Q2 		$377K Buy
6,246
+90
+1% +$5.4K 0.03% 181
2023
Q1 		$354K Buy
6,156
+476
+8% +$28K 0.03% 191
2022
Q4 		$323K Sell
5,680
-26
-0.5% -$1.43K 0.03% 199
2022
Q3 		$298K Hold
5,706
– – 0.04% 155
2022
Q2 		$298K Hold
5,706
– – 0.03% 188
2022
Q1 		$313K Buy
+5,706
New +$303K 0.04% 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
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

Sonora Investment Management Group's SHEL Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Shell (SHEL) stake by 11% in Q3 2025, selling an estimated $60.1K and leaving 7,095 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #163.

Sonora Investment Management Group first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $558K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Sonora Investment Management Group held 7,095 shares of Shell worth $508K as of Q3 2025.
  • Sonora Investment Management Group sold 834 Shell shares in Q3 2025, an estimated $60.1K.
  • Shell made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #163 holding.
  • Sonora Investment Management Group first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Sonora Investment Management Group's Shell position peaked at $558K in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.