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Aspen Grove Capital’s Shell SHEL Stock Holding History

Aspen Grove Capital’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 		$361K Buy
3,885
+1,156
+42% +$93.4K 0.07% 122
2025
Q4 		$201K Buy
+2,729
New +$201K 0.03% 197
2025
Q3 		– Sell
-7,659
Closed -$539K – 240
2025
Q2 		$539K Sell
7,659
-54
-0.7% -$3.62K 0.09% 104
2025
Q1 		$565K Buy
7,713
+951
+14% +$64.1K 0.11% 105
2024
Q4 		$424K Buy
6,762
+118
+2% +$7.73K 0.09% 116
2024
Q3 		$438K Buy
6,644
+231
+4% +$16.4K 0.1% 115
2024
Q2 		$463K Buy
6,413
+106
+2% +$7.58K 0.11% 107
2024
Q1 		$423K Buy
6,307
+16
+0.3% +$1.02K 0.12% 111
2023
Q4 		$416K Buy
6,291
+281
+5% +$18.4K 0.13% 98
2023
Q3 		$387K Buy
6,010
+471
+9% +$29.3K 0.14% 96
2023
Q2 		$334K Sell
5,539
-210
-4% -$12.6K 0.11% 135
2023
Q1 		$331K Buy
5,749
+1,302
+29% +$76.6K 0.14% 107
2022
Q4 		$253K Buy
+4,447
New +$245K 0.12% 126

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