Axiom Advisory’s Shell SHEL Stock Holding History

Axiom Advisory’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
2024 Q3	$1.07M	Buy	15,104 +7,075	+88%	+$501K	0.01%	154
2024 Q2	$574K	Buy	+8,029	New	+$574K	0.01%	208

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Axiom Advisory's SHEL Position: Q3 2024 in Review

Axiom Advisory increased its Shell (SHEL) stake by 88% in Q3 2024, buying an estimated $501K and bringing the position to 15,104 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #154.

Axiom Advisory first reported a position in SHEL in Q2 2024 and has held it in 2 quarters since. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

Axiom Advisory held 15,104 shares of Shell worth $1.07M as of Q3 2024.
Axiom Advisory bought 7,075 Shell shares in Q3 2024, an estimated $501K.
Shell made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #154 holding.
Axiom Advisory first reported a position in Shell in Q2 2024 and has held it in 2 quarters since.
1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.