BSW
SHEL icon

Buckingham Strategic Wealth’s Shell SHEL Stock Holding History

Buckingham Strategic 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
2022
Q4 		– Sell
-400
Closed -$1K – 657
2022
Q3 		$1K Buy
+400
New +$20.6K ﹤0.01% 609

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

Buckingham Strategic Wealth's SHEL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Shell (SHEL) stake by 1.3% in Q2 2024, selling an estimated $7.22K and leaving 7,966 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #438.

Buckingham Strategic Wealth first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Buckingham Strategic Wealth held 7,966 shares of Shell worth $575K as of Q2 2024.
  • Buckingham Strategic Wealth sold 101 Shell shares in Q2 2024, an estimated $7.22K.
  • Shell made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #438 holding.
  • Buckingham Strategic Wealth first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.