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Cassady Schiller Wealth Management’s Shell SHEL Stock Holding History

Cassady Schiller Wealth Management’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 		$2.63K Hold
42
– – ﹤0.01% 528
2024
Q3 		$2.77K Hold
42
– – ﹤0.01% 382
2024
Q2 		$3.03K Hold
42
– – ﹤0.01% 372
2024
Q1 		$2.82K Buy
+42
New +$2.69K ﹤0.01% 408
2023
Q3 		– Sell
-893
Closed -$53.9K – 476
2023
Q2 		$53.9K Buy
893
+266
+42% +$16K 0.03% 185
2023
Q1 		$36.1K Hold
627
– – 0.02% 228
2022
Q4 		$35.7K Buy
+627
New +$34.6K 0.02% 223

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cassady Schiller Wealth Management's SHEL Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Shell (SHEL) position steady in Q4 2024 at 42 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Cassady Schiller Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 7 quarters since. The position peaked at $53.9K in Q2 2023. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Cassady Schiller Wealth Management held 42 shares of Shell worth $2.63K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Shell share count unchanged in Q4 2024.
  • Shell made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #528 holding.
  • Cassady Schiller Wealth Management first reported a position in Shell in Q4 2022 and has held it in 7 quarters since.
  • Cassady Schiller Wealth Management's Shell position peaked at $53.9K in Q2 2023.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.