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Stonegate Investment Group’s Shell SHEL Stock Holding History

Stonegate Investment 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 		$1.59M Buy
22,181
+1,156
+5% +$83.2K 0.04% 145
2025
Q2 		$1.48M Buy
21,025
+1,498
+8% +$100K 0.04% 150
2025
Q1 		$1.43M Buy
19,527
+7,042
+56% +$474K 0.04% 135
2024
Q4 		$782K Buy
12,485
+500
+4% +$32.8K 0.02% 174
2024
Q3 		$790K Buy
11,985
+547
+5% +$38.7K 0.02% 184
2024
Q2 		$826K Buy
11,438
+2,738
+31% +$196K 0.02% 180
2024
Q1 		$583K Buy
8,700
+1,521
+21% +$97.5K 0.02% 205
2023
Q4 		$472K Sell
7,179
-341
-5% -$22.4K 0.02% 212
2023
Q3 		$484K Sell
7,520
-39
-0.5% -$2.43K 0.02% 201
2023
Q2 		$456K Sell
7,559
-2,403
-24% -$144K 0.02% 209
2023
Q1 		$573K Buy
9,962
+2,042
+26% +$120K 0.02% 196
2022
Q4 		$451K Buy
7,920
+681
+9% +$37.5K 0.02% 211
2022
Q3 		$360K Sell
7,239
-68
-0.9% -$3.5K 0.02% 210
2022
Q2 		$382K Buy
7,307
+1,538
+27% +$86.4K 0.02% 210
2022
Q1 		$317K Buy
+5,769
New +$306K 0.01% 205

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

Stonegate Investment Group's SHEL Position: Q3 2025 in Review

Stonegate Investment Group increased its Shell (SHEL) stake by 5.5% in Q3 2025, buying an estimated $83.2K and bringing the position to 22,181 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #145.

Stonegate Investment Group first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Stonegate Investment Group held 22,181 shares of Shell worth $1.59M as of Q3 2025.
  • Stonegate Investment Group bought 1,156 Shell shares in Q3 2025, an estimated $83.2K.
  • Shell made up 0.04% of Stonegate Investment Group's portfolio in Q3 2025, its #145 holding.
  • Stonegate Investment Group first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.