SXL
SHEL icon

Summit X LLC’s Shell SHEL Stock Holding History

Summit X LLC’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 		– Sell
-6,337
Closed -$446K – 194
2025
Q2 		$446K Buy
6,337
+665
+12% +$44.6K 0.08% 155
2025
Q1 		$416K Buy
5,672
+80
+1% +$5.39K 0.09% 140
2024
Q4 		$350K Sell
5,592
-19
-0.3% -$1.25K 0.08% 148
2024
Q3 		$405K Sell
5,611
-2,833
-34% -$201K 0.1% 128
2024
Q2 		$612K Buy
8,444
+2,801
+50% +$200K 0.14% 111
2024
Q1 		$378K Buy
5,643
+571
+11% +$36.6K 0.1% 132
2023
Q4 		$334K Buy
5,072
+828
+20% +$54.3K 0.09% 137
2023
Q3 		$273K Sell
4,244
-811
-16% -$50.5K 0.09% 142
2023
Q2 		$305K Buy
5,055
+237
+5% +$14.2K 0.07% 213
2023
Q1 		$277K Buy
+4,818
New +$283K 0.07% 221
2022
Q4 		– Sell
-4,145
Closed -$204K – 259
2022
Q3 		$204K Buy
+4,145
New +$214K 0.06% 232

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

Summit X LLC's SHEL Position: Q3 2025 in Review

Summit X LLC sold out of Shell (SHEL) in Q3 2025, closing a stake of 6,337 shares — an estimated $446K sold.

Summit X LLC first reported a position in SHEL in Q3 2022 and held it in 11 quarters. The position peaked at $612K in Q2 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Summit X LLC reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 6,337 Shell shares in Q3 2025, an estimated $446K.
  • Summit X LLC first reported a position in Shell in Q3 2022 and held it in 11 quarters.
  • Summit X LLC's Shell position peaked at $612K in Q2 2024.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.