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Summit Wealth Group (Colorado)’s Shell SHEL Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-10,687
Closed -$2.84M – 579
2025
Q3 		$2.84M Buy
+10,687
New +$770K 0.3% 58

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SHEL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Shell (SHEL) in Q4 2025, closing a stake of 10,687 shares — an estimated $2.84M sold.

Summit Wealth Group (Colorado) first reported a position in SHEL in Q3 2025 and held it in 1 quarter. The position peaked at $2.84M in Q3 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,687 Shell shares in Q4 2025, an estimated $2.84M.
  • Summit Wealth Group (Colorado) first reported a position in Shell in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Shell position peaked at $2.84M in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.