Aveo Capital Partners’s Shell SHEL Stock Holding History

Aveo Capital 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	–	Sell	-4,964	Closed	-$311K	–	299
2024 Q4	$311K	Sell	4,964 -116	-2%	-$7.6K	0.03%	275
2024 Q3	$335K	Sell	5,080 -88	-2%	-$6.23K	0.04%	263
2024 Q2	$373K	Sell	5,168 -923	-15%	-$66K	0.04%	232
2024 Q1	$441K	Buy	6,091 +715	+13%	+$45.8K	0.05%	235
2023 Q4	$354K	Buy	5,376 +896	+20%	+$58.8K	0.04%	246
2023 Q3	$288K	Buy	4,480 +135	+3%	+$8.4K	0.04%	269
2023 Q2	$262K	Buy	4,345 +185	+4%	+$11.1K	0.03%	291
2023 Q1	$239K	Buy	4,160 +41	+1%	+$2.41K	0.03%	296
2022 Q4	$235K	Buy	+4,119	New	+$227K	0.04%	290
2022 Q2	–	Sell	-4,054	Closed	-$223K	–	295
2022 Q1	$223K	Buy	+4,054	New	+$215K	0.04%	254

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aveo Capital Partners's SHEL Position: Q1 2025 in Review

Aveo Capital Partners sold out of Shell (SHEL) in Q1 2025, closing a stake of 4,964 shares — an estimated $311K sold.

Aveo Capital Partners first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $441K in Q1 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Aveo Capital Partners reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 4,964 Shell shares in Q1 2025, an estimated $311K.
Aveo Capital Partners first reported a position in Shell in Q1 2022 and held it in 10 quarters.
Aveo Capital Partners's Shell position peaked at $441K in Q1 2024.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.