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The Family Firm’s Shell SHEL Stock Holding History

The Family Firm’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
Q2 		– Sell
-2,843
Closed -$208K – 182
2025
Q1 		$208K Buy
+2,843
New +$192K 0.05% 207
2024
Q3 		– Sell
-2,843
Closed -$205K – 727
2024
Q2 		$205K Buy
+2,843
New +$203K 0.05% 192

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 $336B AUM 34.66% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

The Family Firm's SHEL Position: Q2 2025 in Review

The Family Firm sold out of Shell (SHEL) in Q2 2025, closing a stake of 2,843 shares — an estimated $208K sold.

The Family Firm first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • The Family Firm reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,843 Shell shares in Q2 2025, an estimated $208K.
  • The Family Firm first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • The Family Firm's Shell position peaked at $208K in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.