Stephens Consulting’s Shell SHEL Stock Holding History

Stephens Consulting’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 Q4	$26.4K	Buy	359 +59	+20%	+$4.35K	0.01%	181
2025 Q3	$21.5K	Sell	300 -60	-17%	-$4.32K	0.01%	185
2025 Q2	$25.3K	Buy	360 +60	+20%	+$4.02K	0.01%	251
2025 Q1	$22K	Hold	300	–	–	0.01%	257
2024 Q4	$18.8K	Hold	300	–	–	﹤0.01%	282
2024 Q3	$19.8K	Hold	300	–	–	0.01%	266
2024 Q2	$21.7K	Hold	300	–	–	0.01%	257
2024 Q1	$20.1K	Hold	300	–	–	0.01%	248
2023 Q4	$19.7K	Hold	300	–	–	0.01%	249
2023 Q3	$19.3K	Hold	300	–	–	0.01%	245
2023 Q2	$18.1K	Hold	300	–	–	0.01%	246
2023 Q1	$17.3K	Hold	300	–	–	0.01%	259
2022 Q4	$17.1K	Hold	300	–	–	0.01%	245
2022 Q3	$14.9K	Hold	300	–	–	0.01%	280
2022 Q2	$15.7K	Hold	300	–	–	0.01%	268
2022 Q1	$16.5K	Buy	+300	New	+$15.9K	0.01%	293

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stephens Consulting's SHEL Position: Q4 2025 in Review

Stephens Consulting increased its Shell (SHEL) stake by 20% in Q4 2025, buying an estimated $4.35K and bringing the position to 359 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Stephens Consulting first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Stephens Consulting held 359 shares of Shell worth $26.4K as of Q4 2025.
Stephens Consulting bought 59 Shell shares in Q4 2025, an estimated $4.35K.
Shell made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #181 holding.
Stephens Consulting first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.