Triasima Portfolio Management’s Shell SHEL Stock Holding History

Triasima Portfolio 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 Q1	–	Sell	-3,975	Closed	-$249K	–	163
2024 Q4	$249K	Buy	+3,975	New	+$260K	0.05%	132
2024 Q3	–	Sell	-4,055	Closed	-$293K	–	139
2024 Q2	$293K	Buy	4,055 +115	+3%	+$8.22K	0.03%	125
2024 Q1	$264K	Sell	3,940 -1,780	-31%	-$114K	0.02%	128
2023 Q4	$376K	Buy	5,720 +1,715	+43%	+$113K	0.03%	118
2023 Q3	$258K	Hold	4,005	–	–	0.02%	121
2023 Q2	$320K	Hold	4,005	–	–	0.02%	126
2023 Q1	$230K	Hold	4,005	–	–	0.02%	127
2022 Q4	$228K	Buy	+4,005	New	+$221K	0.02%	125

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Triasima Portfolio Management's SHEL Position: Q1 2025 in Review

Triasima Portfolio Management sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,975 shares — an estimated $249K sold.

Triasima Portfolio Management first reported a position in SHEL in Q4 2022 and held it in 8 quarters. The position peaked at $376K in Q4 2023. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Triasima Portfolio Management reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Triasima Portfolio Management sold 3,975 Shell shares in Q1 2025, an estimated $249K.
Triasima Portfolio Management first reported a position in Shell in Q4 2022 and held it in 8 quarters.
Triasima Portfolio Management's Shell position peaked at $376K in Q4 2023.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Triasima Portfolio Management's 13F filing for Q1 2025, filed 2 May 2025.