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WrapManager Inc’s Shell SHEL Stock Holding History

WrapManager Inc’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
-6,839
Closed -$482K – 199
2025
Q2 		$482K Sell
6,839
-613
-8% -$41.1K 0.12% 123
2025
Q1 		$546K Sell
7,452
-444
-6% -$29.9K 0.14% 112
2024
Q4 		$495K Sell
7,896
-649
-8% -$42.5K 0.13% 119
2024
Q3 		$564K Sell
8,545
-330
-4% -$23.4K 0.15% 114
2024
Q2 		$641K Sell
8,875
-910
-9% -$65K 0.18% 113
2024
Q1 		$656K Sell
9,785
-110
-1% -$7.05K 0.18% 114
2023
Q4 		$651K Buy
9,895
+755
+8% +$49.5K 0.19% 113
2023
Q3 		$588K Sell
9,140
-231
-2% -$14.4K 0.19% 112
2023
Q2 		$566K Sell
9,371
-1,651
-15% -$99.1K 0.17% 119
2023
Q1 		$634K Buy
11,022
+810
+8% +$47.7K 0.2% 114
2022
Q4 		$582K Buy
10,212
+645
+7% +$35.6K 0.19% 116
2022
Q3 		$476K Sell
9,567
-413
-4% -$21.3K 0.16% 139
2022
Q2 		$522K Sell
9,980
-11
-0.1% -$618 0.16% 137
2022
Q1 		$549K Buy
+9,991
New +$530K 0.15% 151

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

WrapManager Inc's SHEL Position: Q3 2025 in Review

WrapManager Inc sold out of Shell (SHEL) in Q3 2025, closing a stake of 6,839 shares — an estimated $482K sold.

WrapManager Inc first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $656K in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • WrapManager Inc reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 6,839 Shell shares in Q3 2025, an estimated $482K.
  • WrapManager Inc first reported a position in Shell in Q1 2022 and held it in 14 quarters.
  • WrapManager Inc's Shell position peaked at $656K in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.