SW
SHEL icon

StrongBox Wealth’s Shell SHEL Stock Holding History

StrongBox Wealth’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
Q1 		– Sell
-8,571
Closed -$537K – 94
2024
Q4 		$537K Sell
8,571
-2,834
-25% -$186K 0.23% 58
2024
Q3 		$752K Buy
11,405
+841
+8% +$59.6K 0.32% 51
2024
Q2 		$763K Buy
10,564
+2,557
+32% +$183K 0.36% 48
2024
Q1 		$537K Buy
8,007
+335
+4% +$21.5K 0.28% 52
2023
Q4 		$505K Buy
7,672
+648
+9% +$42.5K 0.29% 54
2023
Q3 		$452K Buy
7,024
+134
+2% +$8.34K 0.29% 57
2023
Q2 		$416K Buy
6,890
+1,985
+40% +$119K 0.26% 64
2023
Q1 		$282K Buy
+4,905
New +$289K 0.19% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

StrongBox Wealth's SHEL Position: Q1 2025 in Review

StrongBox Wealth sold out of Shell (SHEL) in Q1 2025, closing a stake of 8,571 shares — an estimated $537K sold.

StrongBox Wealth first reported a position in SHEL in Q1 2023 and held it in 8 quarters. The position peaked at $763K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • StrongBox Wealth reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • StrongBox Wealth sold 8,571 Shell shares in Q1 2025, an estimated $537K.
  • StrongBox Wealth first reported a position in Shell in Q1 2023 and held it in 8 quarters.
  • StrongBox Wealth's Shell position peaked at $763K in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on StrongBox Wealth's 13F filing for Q1 2025, filed 13 May 2025.