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Baker Avenue Asset Management’s Shell SHEL Stock Holding History

Baker Avenue Asset Management’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 		$3.08M Sell
33,078
-20,639
-38% -$1.67M 0.07% 184
2025
Q4 		$3.95M Buy
53,717
+12,741
+31% +$939K 0.09% 147
2025
Q3 		$2.93M Sell
40,976
-90
-0.2% -$6.48K 0.07% 175
2025
Q2 		$2.89M Sell
41,066
-176
-0.4% -$11.8K 0.08% 161
2025
Q1 		$3.02M Buy
41,242
+2,275
+6% +$153K 0.09% 159
2024
Q4 		$2.44M Sell
38,967
-19,677
-34% -$1.29M 0.07% 175
2024
Q3 		$3.87M Buy
58,644
+227
+0.4% +$16.1K 0.12% 130
2024
Q2 		$4.22M Buy
58,417
+2,879
+5% +$206K 0.14% 113
2024
Q1 		$3.72M Buy
55,538
+5,464
+11% +$350K 0.15% 117
2023
Q4 		$3.29M Buy
50,074
+14
+0% +$919 0.14% 117
2023
Q3 		$3.22M Hold
50,060
– – 0.16% 115
2023
Q2 		$3.02M Sell
50,060
-50
-0.1% -$3K 0.15% 114
2023
Q1 		$2.88M Buy
50,110
+48,779
+3,665% +$2.87M 0.16% 113
2022
Q4 		$75.8K Buy
+1,331
New +$73.4K ﹤0.01% 438

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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