Carolinas Wealth Consulting’s Shell SHEL Stock Holding History

Carolinas Wealth Consulting’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	-209	Closed	-$15.3K	–	776
2025 Q1	$15.3K	Sell	209 -4	-2%	-$269	﹤0.01%	482
2024 Q4	$13.3K	Sell	213 -49	-19%	-$3.21K	﹤0.01%	519
2024 Q3	$17.3K	Sell	262 -49	-16%	-$3.47K	﹤0.01%	490
2024 Q2	$22.4K	Buy	311 +16	+5%	+$1.14K	﹤0.01%	465
2024 Q1	$19.8K	Hold	295	–	–	﹤0.01%	483
2023 Q4	$19.4K	Hold	295	–	–	﹤0.01%	447
2023 Q3	$19.2K	Buy	295 +68	+30%	+$4.23K	﹤0.01%	441
2023 Q2	$13.7K	Sell	227 -2	-0.9%	-$120	﹤0.01%	548
2023 Q1	$13.2K	Hold	229	–	–	﹤0.01%	564
2022 Q4	$13K	Buy	229 +79	+53%	+$4.36K	﹤0.01%	572
2022 Q3	$7K	Buy	+150	New	+$7.73K	﹤0.01%	634
2022 Q2	–	Sell	-89	Closed	-$5K	–	942
2022 Q1	$5K	Buy	+89	New	+$4.72K	﹤0.01%	705

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's SHEL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Shell (SHEL) in Q2 2025, closing a stake of 209 shares — an estimated $15.3K sold.

Carolinas Wealth Consulting first reported a position in SHEL in Q1 2022 and held it in 12 quarters. The position peaked at $22.4K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 209 Shell shares in Q2 2025, an estimated $15.3K.
Carolinas Wealth Consulting first reported a position in Shell in Q1 2022 and held it in 12 quarters.
Carolinas Wealth Consulting's Shell position peaked at $22.4K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.