Compagnie Lombard Odier SCmA’s Shell SHEL Stock Holding History

Compagnie Lombard Odier SCmA’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
2026 Q1	$316K	Buy	3,400 +1,370	+67%	+$111K	﹤0.01%	229
2025 Q4	$149K	Sell	2,030 -315	-13%	-$23.2K	﹤0.01%	271
2025 Q3	$168K	Sell	2,345 -875	-27%	-$63K	﹤0.01%	261
2025 Q2	$227K	Sell	3,220 -2,300	-42%	-$154K	﹤0.01%	232
2025 Q1	$405K	Sell	5,520 -1,405	-20%	-$94.6K	0.01%	211
2024 Q4	$434K	Sell	6,925 -28,790	-81%	-$1.89M	0.01%	187
2024 Q3	$2.36M	Buy	35,715 +24,454	+217%	+$1.73M	0.04%	113
2024 Q2	$813K	Buy	11,261 +6,551	+139%	+$468K	0.01%	153
2024 Q1	$316K	Hold	4,710	–	–	0.01%	216
2023 Q4	$310K	Buy	4,710 +131	+3%	+$8.6K	0.01%	245
2023 Q3	$295K	Hold	4,579	–	–	0.01%	223
2023 Q2	$276K	Hold	4,579	–	–	0.01%	228
2023 Q1	$263K	Sell	4,579 -3,600	-44%	-$212K	0.01%	252
2022 Q4	$466K	Hold	8,179	–	–	0.01%	201
2022 Q3	$407K	Buy	+8,179	New	+$421K	0.01%	228

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return