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Criterion Capital Advisors’s Shell SHEL Stock Holding History

Criterion Capital 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
2024
Q4 		$642K Hold
8,900
– – 0.4% 51
2024
Q3 		$642K Hold
8,900
– – 0.4% 51
2024
Q2 		$642K Hold
8,900
– – 0.4% 51
2024
Q1 		$597K Hold
8,900
– – 0.4% 50
2023
Q4 		$586K Buy
+8,900
New +$584K 0.43% 50

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Criterion Capital Advisors's SHEL Position: Q4 2024 in Review

Criterion Capital Advisors held its Shell (SHEL) position steady in Q4 2024 at 8,900 shares worth $642K. The position accounts for 0.4% of the portfolio, ranked #51.

Criterion Capital Advisors first reported a position in SHEL in Q4 2023 and has held it in 5 quarters since. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Criterion Capital Advisors held 8,900 shares of Shell worth $642K as of Q4 2024.
  • Criterion Capital Advisors left its Shell share count unchanged in Q4 2024.
  • Shell made up 0.4% of Criterion Capital Advisors's portfolio in Q4 2024, its #51 holding.
  • Criterion Capital Advisors first reported a position in Shell in Q4 2023 and has held it in 5 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.