Tortoise Investment Management’s Shell SHEL Stock Holding History

Tortoise Investment Management’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	-510	Closed	-$36.4K	–	1233
2025 Q3	$36.4K	Buy	510 +2	+0.4%	+$144	﹤0.01%	441
2025 Q2	$35.8K	Buy	508 +1	+0.2%	+$67	﹤0.01%	426
2025 Q1	$37.2K	Buy	507 +1	+0.2%	+$67	﹤0.01%	413
2024 Q4	$31.7K	Buy	506 +1	+0.2%	+$66	﹤0.01%	492
2024 Q3	$33.3K	Buy	505 +1	+0.2%	+$71	﹤0.01%	481
2024 Q2	$36.4K	Buy	504 +1	+0.2%	+$71	﹤0.01%	438
2024 Q1	$33.7K	Buy	503 +1	+0.2%	+$64	﹤0.01%	437
2023 Q4	$33K	Buy	502 +1	+0.2%	+$66	﹤0.01%	422
2023 Q3	$32.3K	Buy	501 +1	+0.2%	+$62	﹤0.01%	403
2023 Q2	$30.2K	Buy	500 +100	+25%	+$6K	﹤0.01%	412
2023 Q1	$23K	Hold	400	–	–	﹤0.01%	440
2022 Q4	$22.8K	Hold	400	–	–	﹤0.01%	439
2022 Q3	$20K	Hold	400	–	–	﹤0.01%	446
2022 Q2	$21K	Hold	400	–	–	﹤0.01%	423
2022 Q1	$22K	Buy	+400	New	+$21.2K	﹤0.01%	417

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

Tortoise Investment Management's SHEL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Shell (SHEL) in Q4 2025, closing a stake of 510 shares — an estimated $36.4K sold.

Tortoise Investment Management first reported a position in SHEL in Q1 2022 and held it in 15 quarters. The position peaked at $37.2K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

Tortoise Investment Management reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 510 Shell shares in Q4 2025, an estimated $36.4K.
Tortoise Investment Management first reported a position in Shell in Q1 2022 and held it in 15 quarters.
Tortoise Investment Management's Shell position peaked at $37.2K in Q1 2025.
1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.