Aptus Capital Advisors’s Shell SHEL Stock Holding History

Aptus Capital 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	$1.07M	Buy	11,540 +2,593	+29%	+$210K	0.01%	569
2025 Q4	$657K	Buy	8,947 +594	+7%	+$43.8K	0.01%	673
2025 Q3	$597K	Sell	8,353 -3,126	-27%	-$225K	0.01%	661
2025 Q2	$808K	Buy	11,479 +2,117	+23%	+$142K	0.01%	569
2025 Q1	$686K	Sell	9,362 -5,159	-36%	-$348K	0.01%	578
2024 Q4	$910K	Buy	14,521 +6,915	+91%	+$453K	0.01%	517
2024 Q3	$502K	Sell	7,606 -216	-3%	-$15.3K	0.01%	537
2024 Q2	$565K	Buy	7,822 +3	+0%	+$214	0.01%	481
2024 Q1	$524K	Buy	+7,819	New	+$501K	0.01%	505
2023 Q4	–	Sell	-3,940	Closed	-$254K	–	981
2023 Q3	$254K	Buy	3,940 +482	+14%	+$30K	0.01%	510
2023 Q2	$209K	Buy	+3,458	New	+$208K	0.01%	475
2023 Q1	–	Sell	-4,079	Closed	-$232K	–	883
2022 Q4	$232K	Sell	4,079 -2	-0%	-$110	0.01%	453
2022 Q3	$204K	Buy	+4,081	New	+$210K	0.01%	437

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 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