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Bell & Brown Wealth Advisors’s Shell SHEL Stock Holding History

Bell & Brown Wealth Advisors’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
Q2 		– Sell
-3,151
Closed -$211K – 71
2024
Q1 		$211K Sell
3,151
-104
-3% -$6.66K 0.09% 66
2023
Q4 		$214K Buy
+3,255
New +$214K 0.1% 70

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bell & Brown Wealth Advisors's SHEL Position: Q2 2024 in Review

Bell & Brown Wealth Advisors sold out of Shell (SHEL) in Q2 2024, closing a stake of 3,151 shares — an estimated $211K sold.

Bell & Brown Wealth Advisors first reported a position in SHEL in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Bell & Brown Wealth Advisors reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 3,151 Shell shares in Q2 2024, an estimated $211K.
  • Bell & Brown Wealth Advisors first reported a position in Shell in Q4 2023 and held it in 2 quarters.
  • Bell & Brown Wealth Advisors's Shell position peaked at $214K in Q4 2023.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.