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Cardiff Park Advisors’s Shell SHEL Stock Holding History

Cardiff Park 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
2025
Q2 		– Sell
-8,484
Closed -$622K – 360
2025
Q1 		$622K Buy
8,484
+65
+0.8% +$4.38K 0.06% 140
2024
Q4 		$527K Buy
8,419
+74
+0.9% +$4.85K 0.05% 157
2024
Q3 		$550K Buy
8,345
+64
+0.8% +$4.53K 0.05% 156
2024
Q2 		$598K Sell
8,281
-273
-3% -$19.5K 0.06% 139
2024
Q1 		$573K Buy
8,554
+1,161
+16% +$74.4K 0.05% 152
2023
Q4 		$486K Buy
7,393
+63
+0.9% +$4.13K 0.05% 153
2023
Q3 		$472K Buy
7,330
+63
+0.9% +$3.92K 0.06% 147
2023
Q2 		$439K Buy
7,267
+59
+0.8% +$3.54K 0.05% 160
2023
Q1 		$415K Buy
7,208
+62
+0.9% +$3.65K 0.05% 158
2022
Q4 		$407K Sell
7,146
-46
-0.6% -$2.54K 0.06% 164
2022
Q3 		$358K Buy
7,192
+56
+0.8% +$2.89K 0.06% 168
2022
Q2 		$373K Buy
+7,136
New +$401K 0.06% 164

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Cardiff Park Advisors's SHEL Position: Q2 2025 in Review

Cardiff Park Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 8,484 shares — an estimated $622K sold.

Cardiff Park Advisors first reported a position in SHEL in Q2 2022 and held it in 12 quarters. The position peaked at $622K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Cardiff Park Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 8,484 Shell shares in Q2 2025, an estimated $622K.
  • Cardiff Park Advisors first reported a position in Shell in Q2 2022 and held it in 12 quarters.
  • Cardiff Park Advisors's Shell position peaked at $622K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Cardiff Park Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.