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Cape Investment Advisory’s Shell SHEL Stock Holding History

Cape Investment 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 		$362K Buy
3,896
+3,187
+450% +$258K 0.12% 151
2025
Q4 		$52.1K Buy
709
+499
+238% +$36.8K 0.02% 407
2025
Q3 		$15K Buy
210
+60
+40% +$4.32K 0.01% 349
2025
Q2 		$10.6K Sell
150
-10
-6% -$670 ﹤0.01% 625
2025
Q1 		$11.7K Sell
160
-160
-50% -$10.8K ﹤0.01% 573
2024
Q4 		$20K Buy
320
+220
+220% +$14.4K 0.01% 481
2024
Q3 		$6.59K Hold
100
– – ﹤0.01% 642
2024
Q2 		$7.22K Hold
100
– – ﹤0.01% 584
2024
Q1 		$6.7K Sell
100
-268
-73% -$17.2K ﹤0.01% 605
2023
Q4 		$24.2K Buy
368
+268
+268% +$17.6K 0.01% 495
2023
Q3 		$6.44K Hold
100
– – ﹤0.01% 627
2023
Q2 		$6.04K Hold
100
– – ﹤0.01% 629
2023
Q1 		$5.75K Buy
+100
New +$5.88K ﹤0.01% 640

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