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SPC Financial Inc’s Shell SHEL Stock Holding History

SPC Financial Inc’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 		$220K Hold
3,081
– – 0.02% 257
2025
Q2 		$217K Sell
3,081
-25
-0.8% -$1.68K 0.02% 241
2025
Q1 		$228K Buy
+3,106
New +$209K 0.02% 238

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SPC Financial Inc's SHEL Position: Q3 2025 in Review

SPC Financial Inc held its Shell (SHEL) position steady in Q3 2025 at 3,081 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #257.

SPC Financial Inc first reported a position in SHEL in Q1 2025 and has held it in 3 quarters since. The position peaked at $228K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • SPC Financial Inc held 3,081 shares of Shell worth $220K as of Q3 2025.
  • SPC Financial Inc left its Shell share count unchanged in Q3 2025.
  • Shell made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #257 holding.
  • SPC Financial Inc first reported a position in Shell in Q1 2025 and has held it in 3 quarters since.
  • SPC Financial Inc's Shell position peaked at $228K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.