Alliance Wealth Advisors (Pennsylvania)’s Shell SHEL Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 Q2	–	Sell	-4,295	Closed	-$315K	–	151
2025 Q1	$315K	Hold	4,295	–	–	0.18%	104
2024 Q4	$269K	Buy	4,295 +1	+0%	+$66	0.15%	120
2024 Q3	$283K	Buy	4,294 +1	+0%	+$71	0.16%	120
2024 Q2	$310K	Sell	4,293 -62	-1%	-$4.43K	0.2%	98
2024 Q1	$292K	Buy	4,355 +2	+0%	+$128	0.18%	110
2023 Q4	$286K	Buy	4,353 +1	+0%	+$66	0.19%	104
2023 Q3	$280K	Buy	4,352 +1	+0%	+$62	0.2%	96
2023 Q2	$263K	Buy	4,351 +1	+0%	+$60	0.19%	110
2023 Q1	$250K	Sell	4,350 -115	-3%	-$6.77K	0.19%	104
2022 Q4	$254K	Sell	4,465 -98	-2%	-$5.4K	0.21%	94
2022 Q3	$227K	Buy	4,563 +2	+0%	+$103	0.21%	94
2022 Q2	$239K	Buy	+4,561	New	+$256K	0.21%	96

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s SHEL Position: Q2 2025 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Shell (SHEL) in Q2 2025, closing a stake of 4,295 shares — an estimated $315K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in SHEL in Q2 2022 and held it in 12 quarters. The position peaked at $315K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 4,295 Shell shares in Q2 2025, an estimated $315K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Shell in Q2 2022 and held it in 12 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Shell position peaked at $315K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2025, filed 17 Jul 2025.