Clifford Capital Partners’s Shell SHEL Stock Holding History

Clifford Capital Partners’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	–	Sell	-3,119	Closed	-$206K	–	56
2024 Q3	$206K	Hold	3,119	–	–	0.04%	55
2024 Q2	$225K	Hold	3,119	–	–	0.05%	50
2024 Q1	$209K	Hold	3,119	–	–	0.05%	47
2023 Q4	$205K	Buy	+3,119	New	+$205K	0.05%	51
2023 Q3	–	Sell	-14,396	Closed	-$869K	–	58
2023 Q2	$869K	Buy	+14,396	New	+$864K	0.25%	38

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clifford Capital Partners's SHEL Position: Q4 2024 in Review

Clifford Capital Partners sold out of Shell (SHEL) in Q4 2024, closing a stake of 3,119 shares — an estimated $206K sold.

Clifford Capital Partners first reported a position in SHEL in Q2 2023 and held it in 5 quarters. The position peaked at $869K in Q2 2023. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Clifford Capital Partners reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
Clifford Capital Partners sold 3,119 Shell shares in Q4 2024, an estimated $206K.
Clifford Capital Partners first reported a position in Shell in Q2 2023 and held it in 5 quarters.
Clifford Capital Partners's Shell position peaked at $869K in Q2 2023.
1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Clifford Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.