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Baldwin Wealth Partners’s Shell SHEL Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-2,107
Closed -$139K – 868
2024
Q3 		$139K Buy
2,107
+199
+10% +$14.1K 0.01% 374
2024
Q2 		$138K Hold
1,908
– – 0.01% 231
2024
Q1 		$128K Sell
1,908
-500
-21% -$32K 0.01% 246
2023
Q4 		$158K Sell
2,408
-132
-5% -$8.66K 0.01% 232
2023
Q3 		$164K Hold
2,540
– – 0.01% 243
2023
Q2 		$153K Sell
2,540
-86
-3% -$5.16K 0.01% 266
2023
Q1 		$151K Buy
2,626
+34
+1% +$2K 0.01% 270
2022
Q4 		$148K Buy
2,592
+1,568
+153% +$86.4K 0.01% 269
2022
Q3 		$51K Hold
1,024
– – 0.01% 330
2022
Q2 		$54K Buy
+1,024
New +$57.5K 0.01% 346

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Baldwin Wealth Partners's SHEL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Shell (SHEL) in Q4 2024, closing a stake of 2,107 shares — an estimated $139K sold.

Baldwin Wealth Partners first reported a position in SHEL in Q2 2022 and held it in 10 quarters. The position peaked at $164K in Q3 2023. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,107 Shell shares in Q4 2024, an estimated $139K.
  • Baldwin Wealth Partners first reported a position in Shell in Q2 2022 and held it in 10 quarters.
  • Baldwin Wealth Partners's Shell position peaked at $164K in Q3 2023.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.