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Clearview Wealth Advisors’s Shell SHEL Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-1,559
Closed -$94.1K – 532
2023
Q2 		$94.1K Buy
1,559
+12
+0.8% +$720 0.1% 146
2023
Q1 		$89K Buy
1,547
+12
+0.8% +$706 0.09% 156
2022
Q4 		$87.4K Buy
1,535
+10
+0.7% +$551 0.07% 129
2022
Q3 		$76K Buy
1,525
+11
+0.7% +$567 0.06% 135
2022
Q2 		$79K Buy
1,514
+11
+0.7% +$618 0.06% 143
2022
Q1 		$83K Buy
+1,503
New +$79.8K 0.05% 154

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Clearview Wealth Advisors's SHEL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Shell (SHEL) in Q3 2023, closing a stake of 1,559 shares — an estimated $94.1K sold.

Clearview Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $94.1K in Q2 2023. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,559 Shell shares in Q3 2023, an estimated $94.1K.
  • Clearview Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 6 quarters.
  • Clearview Wealth Advisors's Shell position peaked at $94.1K in Q2 2023.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.