AWM
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Absher Wealth Management’s Shell SHEL Stock Holding History

Absher Wealth Management’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 		$1.44M Sell
15,536
-10,748
-41% -$868K 0.17% 39
2025
Q4 		$1.93M Buy
26,284
+727
+3% +$53.6K 0.23% 35
2025
Q3 		$1.83M Buy
25,557
+174
+0.7% +$12.5K 0.22% 36
2025
Q2 		$1.79M Buy
25,383
+767
+3% +$51.4K 0.22% 37
2025
Q1 		$1.8M Buy
24,616
+999
+4% +$67.3K 0.24% 35
2024
Q4 		$1.48M Buy
23,617
+9,662
+69% +$633K 0.19% 39
2024
Q3 		$920K Sell
13,955
-2,108
-13% -$149K 0.12% 41
2024
Q2 		$1.16M Buy
16,063
+218
+1% +$15.6K 0.16% 37
2024
Q1 		$1.06M Buy
15,845
+532
+3% +$34.1K 0.15% 36
2023
Q4 		$1.01M Sell
15,313
-110
-0.7% -$7.22K 0.15% 36
2023
Q3 		$993K Sell
15,423
-1,377
-8% -$85.7K 0.17% 35
2023
Q2 		$1.01M Buy
16,800
+509
+3% +$30.5K 0.17% 36
2023
Q1 		$937K Sell
16,291
-11,566
-42% -$680K 0.16% 35
2022
Q4 		$1.59M Buy
27,857
+5,410
+24% +$298K 0.29% 30
2022
Q3 		$1.12M Sell
22,447
-8,116
-27% -$418K 0.23% 32
2022
Q2 		$1.6M Sell
30,563
-8,889
-23% -$499K 0.31% 31
2022
Q1 		$2.17M Buy
+39,452
New +$2.09M 0.37% 29

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