TIM
SHEL icon

Total Investment Management’s Shell SHEL Stock Holding History

Total 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
Q3 		– Sell
-9
Closed -$656 – 713
2025
Q2 		$656 Buy
+9
New +$603 ﹤0.01% 709
2022
Q3 		– Sell
-15,005
Closed -$785K – 62
2022
Q2 		$785K Buy
15,005
+5
+0% +$281 0.14% 25
2022
Q1 		$824K Buy
+15,000
New +$796K 0.16% 24

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

Total Investment Management's SHEL Position: Q3 2025 in Review

Total Investment Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 9 shares — an estimated $656 sold.

Total Investment Management first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $824K in Q1 2022. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Total Investment Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 9 Shell shares in Q3 2025, an estimated $656.
  • Total Investment Management first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Total Investment Management's Shell position peaked at $824K in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.