SummitTX Capital’s Shell SHEL Stock Holding History

SummitTX 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 Q4	–	Sell	-5,523	Closed	-$395K	–	940
2025 Q3	$395K	Buy	+5,523	New	+$398K	0.02%	571

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SummitTX Capital's SHEL Position: Q4 2025 in Review

SummitTX Capital sold out of Shell (SHEL) in Q4 2025, closing a stake of 5,523 shares — an estimated $395K sold.

SummitTX Capital first reported a position in SHEL in Q3 2025 and held it in 1 quarter. The position peaked at $395K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

SummitTX Capital reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 5,523 Shell shares in Q4 2025, an estimated $395K.
SummitTX Capital first reported a position in Shell in Q3 2025 and held it in 1 quarter.
SummitTX Capital's Shell position peaked at $395K in Q3 2025.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.