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Aaron Wealth Advisors’s Shell SHEL Stock Holding History

Aaron Wealth 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
2026
Q1 		$3.21M Buy
34,471
+10,078
+41% +$814K 0.18% 73
2025
Q4 		$1.79M Buy
24,393
+4,832
+25% +$356K 0.1% 142
2025
Q3 		$1.4M Sell
19,561
-808
-4% -$58.2K 0.08% 169
2025
Q2 		$1.43M Buy
20,369
+870
+4% +$58.3K 0.15% 96
2025
Q1 		$1.43M Buy
19,499
+730
+4% +$49.2K 0.16% 87
2024
Q4 		$1.18M Buy
18,769
+2,502
+15% +$164K 0.14% 100
2024
Q3 		$1.07M Buy
16,267
+3,858
+31% +$273K 0.13% 112
2024
Q2 		$896K Buy
12,409
+1,592
+15% +$114K 0.12% 108
2024
Q1 		$725K Buy
10,817
+6,960
+180% +$446K 0.1% 122
2023
Q4 		$254K Buy
3,857
+448
+13% +$29.4K 0.04% 205
2023
Q3 		$219K Buy
+3,409
New +$212K 0.03% 236
2022
Q4 		– Sell
-8,214
Closed -$409K – 271
2022
Q3 		$409K Buy
+8,214
New +$423K 0.08% 134
2022
Q2 		– Sell
-35,704
Closed -$650K – 725
2022
Q1 		$650K Buy
+35,704
New +$1.9M 0.01% 455

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return