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Bison Wealth’s Shell SHEL Stock Holding History

Bison Wealth’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
-35,856
Closed -$2.36M – 407
2024
Q3 		$2.36M Buy
35,856
+756
+2% +$53.5K 0.38% 65
2024
Q2 		$2.35M Hold
35,100
– – 0.38% 66
2024
Q1 		$2.35M Buy
35,100
+59
+0.2% +$3.78K 0.38% 66
2023
Q4 		$2.31M Buy
35,041
+2,590
+8% +$170K 0.41% 61
2023
Q3 		$2.09M Buy
32,451
+3,926
+14% +$244K 0.41% 61
2023
Q2 		$1.72M Buy
28,525
+4,642
+19% +$279K 0.32% 81
2023
Q1 		$1.44M Buy
23,883
+114
+0.5% +$6.71K 0.45% 67
2022
Q4 		$1.39M Buy
23,769
+3,673
+18% +$202K 0.44% 70
2022
Q3 		$999K Buy
+20,096
New +$1.04M 0.39% 79

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bison Wealth's SHEL Position: Q4 2024 in Review

Bison Wealth sold out of Shell (SHEL) in Q4 2024, closing a stake of 35,856 shares — an estimated $2.36M sold.

Bison Wealth first reported a position in SHEL in Q3 2022 and held it in 9 quarters. The position peaked at $2.36M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Bison Wealth reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 35,856 Shell shares in Q4 2024, an estimated $2.36M.
  • Bison Wealth first reported a position in Shell in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's Shell position peaked at $2.36M in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.