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Wealthstream Advisors’s Shell SHEL Stock Holding History

Wealthstream Advisors’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 		$452K Buy
6,321
+455
+8% +$32.8K 0.07% 95
2025
Q2 		$413K Buy
5,866
+446
+8% +$29.9K 0.07% 94
2025
Q1 		$397K Sell
5,420
-32
-0.6% -$2.16K 0.07% 89
2024
Q4 		$342K Buy
5,452
+535
+11% +$35.1K 0.06% 99
2024
Q3 		$324K Sell
4,917
-365
-7% -$25.9K 0.06% 101
2024
Q2 		$381K Sell
5,282
-91
-2% -$6.5K 0.14% 82
2024
Q1 		$360K Sell
5,373
-1,817
-25% -$116K 0.14% 84
2023
Q4 		$473K Buy
7,190
+1,122
+18% +$73.6K 0.2% 72
2023
Q3 		$391K Buy
+6,068
New +$378K 0.2% 63

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

Wealthstream Advisors's SHEL Position: Q3 2025 in Review

Wealthstream Advisors increased its Shell (SHEL) stake by 7.8% in Q3 2025, buying an estimated $32.8K and bringing the position to 6,321 shares worth $452K. The position accounts for 0.07% of the portfolio, ranked #95.

Wealthstream Advisors first reported a position in SHEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $473K in Q4 2023. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Wealthstream Advisors held 6,321 shares of Shell worth $452K as of Q3 2025.
  • Wealthstream Advisors bought 455 Shell shares in Q3 2025, an estimated $32.8K.
  • Shell made up 0.07% of Wealthstream Advisors's portfolio in Q3 2025, its #95 holding.
  • Wealthstream Advisors first reported a position in Shell in Q3 2023 and has held it in 9 quarters since.
  • Wealthstream Advisors's Shell position peaked at $473K in Q4 2023.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.