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Adero Partners’s Shell SHEL Stock Holding History

Adero Partners’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
Q1 		$331K Buy
4,512
+891
+25% +$60K 0.02% 163
2024
Q4 		$227K Buy
3,621
+552
+18% +$36.2K 0.01% 214
2024
Q3 		$202K Buy
+3,069
New +$217K 0.01% 222

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adero Partners's SHEL Position: Q1 2025 in Review

Adero Partners increased its Shell (SHEL) stake by 25% in Q1 2025, buying an estimated $60K and bringing the position to 4,512 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #163.

Adero Partners first reported a position in SHEL in Q3 2024 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Adero Partners held 4,512 shares of Shell worth $331K as of Q1 2025.
  • Adero Partners bought 891 Shell shares in Q1 2025, an estimated $60K.
  • Shell made up 0.02% of Adero Partners's portfolio in Q1 2025, its #163 holding.
  • Adero Partners first reported a position in Shell in Q3 2024 and has held it in 3 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.