Credential Qtrade Securities’s Shell SHEL Stock Holding History

Credential Qtrade Securities’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 Q1	$3.56M	Buy	53,175 +3,787	+8%	+$243K	0.19%	64
2023 Q4	$3.25M	Sell	49,388 -5,053	-9%	-$332K	0.19%	64
2023 Q3	$3.5M	Buy	54,441 +2,240	+4%	+$139K	0.23%	62
2023 Q2	$3.15M	Sell	52,201 -1,146	-2%	-$68.8K	0.2%	67
2023 Q1	$3.07M	Buy	53,347 +4,539	+9%	+$267K	0.2%	69
2022 Q4	$2.78M	Buy	48,808 +12,824	+36%	+$707K	0.2%	70
2022 Q3	$1.79M	Buy	35,984 +980	+3%	+$50.5K	0.14%	78
2022 Q2	$1.83M	Buy	35,004 +1,747	+5%	+$98.2K	0.13%	80
2022 Q1	$1.83M	Buy	+33,257	New	+$1.77M	0.12%	83

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

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

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

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

Credential Qtrade Securities's SHEL Position: Q1 2024 in Review

Credential Qtrade Securities increased its Shell (SHEL) stake by 7.7% in Q1 2024, buying an estimated $243K and bringing the position to 53,175 shares worth $3.56M. The position accounts for 0.19% of the portfolio, ranked #64.

Credential Qtrade Securities first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

Credential Qtrade Securities held 53,175 shares of Shell worth $3.56M as of Q1 2024.
Credential Qtrade Securities bought 3,787 Shell shares in Q1 2024, an estimated $243K.
Shell made up 0.19% of Credential Qtrade Securities's portfolio in Q1 2024, its #64 holding.
Credential Qtrade Securities first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.