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Wolff Wiese Magana’s Shell SHEL Stock Holding History

Wolff Wiese Magana’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
-99
Closed -$7.08K – 990
2025
Q3 		$7.08K Buy
99
+18
+22% +$1.3K ﹤0.01% 523
2025
Q2 		$5.7K Hold
81
– – ﹤0.01% 533
2025
Q1 		$5.94K Buy
+81
New +$5.46K ﹤0.01% 511
2022
Q4 		– Sell
-773
Closed -$38K – 949
2022
Q3 		$38K Sell
773
-291
-27% -$15K 0.03% 278
2022
Q2 		$56K Sell
1,064
-42
-4% -$2.36K 0.04% 236
2022
Q1 		$60K Buy
+1,106
New +$58.7K 0.04% 243

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wolff Wiese Magana's SHEL Position: Q4 2025 in Review

Wolff Wiese Magana sold out of Shell (SHEL) in Q4 2025, closing a stake of 99 shares — an estimated $7.08K sold.

Wolff Wiese Magana first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $60K in Q1 2022. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Wolff Wiese Magana reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 99 Shell shares in Q4 2025, an estimated $7.08K.
  • Wolff Wiese Magana first reported a position in Shell in Q1 2022 and held it in 6 quarters.
  • Wolff Wiese Magana's Shell position peaked at $60K in Q1 2022.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Wolff Wiese Magana's 13F filing for Q4 2025, filed 14 Jan 2026.