Claro Advisors’s Shell SHEL Stock Holding History

Claro 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	-2,857	Closed	-$209K	–	492
2025 Q1	$209K	Buy	+2,857	New	+$192K	0.03%	472
2024 Q3	–	Sell	-2,967	Closed	-$214K	–	528
2024 Q2	$214K	Buy	+2,967	New	+$212K	0.03%	398

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $134M AUM 21.11% 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

Claro Advisors's SHEL Position: Q2 2025 in Review

Claro Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 2,857 shares — an estimated $209K sold.

Claro Advisors first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Claro Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 2,857 Shell shares in Q2 2025, an estimated $209K.
Claro Advisors first reported a position in Shell in Q2 2024 and held it in 2 quarters.
Claro Advisors's Shell position peaked at $214K in Q2 2024.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.