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Anderson Financial Strategies’s Shell SHEL Stock Holding History

Anderson Financial Strategies’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
-112
Closed -$8.21K – 173
2025
Q1 		$8.21K Buy
+112
New +$7.54K 0.01% 166

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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

Anderson Financial Strategies's SHEL Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Shell (SHEL) in Q2 2025, closing a stake of 112 shares — an estimated $8.21K sold.

Anderson Financial Strategies first reported a position in SHEL in Q1 2025 and held it in 1 quarter. The position peaked at $8.21K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 112 Shell shares in Q2 2025, an estimated $8.21K.
  • Anderson Financial Strategies first reported a position in Shell in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Shell position peaked at $8.21K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.