Bray Capital Advisors’s Shell SHEL Stock Holding History

Bray Capital 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 Q4	$122K	Hold	1,950	–	–	0.03%	150
2024 Q3	$129K	Hold	1,950	–	–	0.03%	151
2024 Q2	$141K	Hold	1,950	–	–	0.04%	141
2024 Q1	$131K	Hold	1,950	–	–	0.03%	150
2023 Q4	$128K	Hold	1,950	–	–	0.04%	147
2023 Q3	$126K	Hold	1,950	–	–	0.04%	142
2023 Q2	$118K	Hold	1,950	–	–	0.04%	151
2023 Q1	$112K	Hold	1,950	–	–	0.03%	155
2022 Q4	$111K	Hold	1,950	–	–	0.03%	156
2022 Q3	$97K	Hold	1,950	–	–	0.03%	157
2022 Q2	$102K	Buy	+1,950	New	+$110K	0.03%	157

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bray Capital Advisors's SHEL Position: Q4 2024 in Review

Bray Capital Advisors held its Shell (SHEL) position steady in Q4 2024 at 1,950 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #150.

Bray Capital Advisors first reported a position in SHEL in Q2 2022 and has held it in 11 quarters since. The position peaked at $141K in Q2 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Bray Capital Advisors held 1,950 shares of Shell worth $122K as of Q4 2024.
Bray Capital Advisors left its Shell share count unchanged in Q4 2024.
Shell made up 0.03% of Bray Capital Advisors's portfolio in Q4 2024, its #150 holding.
Bray Capital Advisors first reported a position in Shell in Q2 2022 and has held it in 11 quarters since.
Bray Capital Advisors's Shell position peaked at $141K in Q2 2024.
1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.