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Stone Run Capital’s Shell SHEL Stock Holding History

Stone Run Capital’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 		$201K Buy
+2,810
New +$202K 0.08% 70
2025
Q2 		– Sell
-2,810
Closed -$206K – 72
2025
Q1 		$206K Buy
+2,810
New +$189K 0.09% 65

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

Stone Run Capital's SHEL Position: Q3 2025 in Review

Stone Run Capital opened a new position in Shell (SHEL) in Q3 2025: 2,810 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: Stone Run Capital previously reported a position in SHEL as recently as Q1 2025.

Stone Run Capital first reported a position in SHEL in Q1 2025 and has held it in 2 quarters since. The position peaked at $206K in Q1 2025. 1,392 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Stone Run Capital held 2,810 shares of Shell worth $201K as of Q3 2025.
  • Shell was a new Stone Run Capital position in Q3 2025.
  • Shell made up 0.08% of Stone Run Capital's portfolio in Q3 2025, its #70 holding.
  • Stone Run Capital first reported a position in Shell in Q1 2025 and has held it in 2 quarters since.
  • Stone Run Capital's Shell position peaked at $206K in Q1 2025.
  • 1,392 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.