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Valley Wealth Managers’s Shell SHEL Stock Holding History

Valley Wealth Managers’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
-503
Closed -$36.9K – 371
2025
Q1 		$36.9K Hold
503
– – ﹤0.01% 219
2024
Q4 		$31.5K Hold
503
– – ﹤0.01% 237
2024
Q3 		$33.2K Buy
+503
New +$35.6K ﹤0.01% 235
2024
Q2 		– Hold
0
– – – 376
2024
Q1 		– Hold
0
– – – 318
2023
Q4 		– Hold
0
– – – 336
2023
Q3 		– Hold
0
– – – 364
2023
Q2 		– Hold
0
– – – 337
2023
Q1 		– Hold
0
– – – 357
2022
Q4 		– Hold
0
– – – 361

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valley Wealth Managers's SHEL Position: Q2 2025 in Review

Valley Wealth Managers sold out of Shell (SHEL) in Q2 2025, closing a stake of 503 shares — an estimated $36.9K sold.

Valley Wealth Managers first reported a position in SHEL in Q3 2024 and held it in 3 quarters. The position peaked at $36.9K in Q1 2025. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Valley Wealth Managers reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 503 Shell shares in Q2 2025, an estimated $36.9K.
  • Valley Wealth Managers first reported a position in Shell in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Shell position peaked at $36.9K in Q1 2025.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.