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Clarity Financial’s Shell SHEL Stock Holding History

Clarity Financial’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
Q3 		– Sell
-3,303
Closed -$238K – 159
2024
Q2 		$238K Buy
+3,303
New +$236K 0.04% 110
2024
Q1 		– Sell
-3,087
Closed -$203K – 128
2023
Q4 		$203K Sell
3,087
-744
-19% -$48.8K 0.04% 106
2023
Q3 		$247K Buy
+3,831
New +$238K 0.04% 106
2022
Q4 		– Sell
-4,340
Closed -$216K – 104
2022
Q3 		$216K Buy
+4,340
New +$224K 0.05% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clarity Financial's SHEL Position: Q3 2024 in Review

Clarity Financial sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,303 shares — an estimated $238K sold.

Clarity Financial first reported a position in SHEL in Q3 2022 and held it in 4 quarters. The position peaked at $247K in Q3 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Clarity Financial reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Clarity Financial sold 3,303 Shell shares in Q3 2024, an estimated $238K.
  • Clarity Financial first reported a position in Shell in Q3 2022 and held it in 4 quarters.
  • Clarity Financial's Shell position peaked at $247K in Q3 2023.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Clarity Financial's 13F filing for Q3 2024, filed 30 Oct 2024.