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Beacon Financial Advisory’s Shell SHEL Stock Holding History

Beacon Financial 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
2026
Q1 		$225K Buy
+2,415
New +$195K 0.05% 372
2025
Q2 		– Sell
-3,948
Closed -$289K – 366
2025
Q1 		$289K Buy
3,948
+21
+0.5% +$1.42K 0.09% 250
2024
Q4 		$246K Buy
3,927
+36
+0.9% +$2.36K 0.08% 258
2024
Q3 		$257K Sell
3,891
-39
-1% -$2.76K 0.09% 247
2024
Q2 		$284K Buy
3,930
+146
+4% +$10.4K 0.11% 221
2024
Q1 		$254K Buy
3,784
+109
+3% +$6.99K 0.12% 201
2023
Q4 		$242K Buy
3,675
+261
+8% +$17.1K 0.12% 215
2023
Q3 		$220K Hold
3,414
– – 0.12% 203
2023
Q2 		$206K Buy
+3,414
New +$205K 0.12% 206

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