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Cutler Capital Management’s Shell SHEL Stock Holding History

Cutler Capital Management’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 		$10.3M Sell
110,701
-625
-0.6% -$50.5K 2.78% 6
2025
Q4 		$8.18M Buy
111,326
+700
+0.6% +$51.6K 2.38% 8
2025
Q3 		$7.91M Sell
110,626
-30
-0% -$2.16K 2.52% 7
2025
Q2 		$7.79M Sell
110,656
-400
-0.4% -$26.8K 2.71% 7
2025
Q1 		$8.14M Buy
111,056
+230
+0.2% +$15.5K 2.83% 7
2024
Q4 		$6.94M Buy
110,826
+894
+0.8% +$58.6K 2.42% 9
2024
Q3 		$7.25M Buy
109,932
+1,071
+1% +$75.9K 2.56% 8
2024
Q2 		$7.86M Buy
108,861
+603
+0.6% +$43.1K 3.07% 5
2024
Q1 		$7.26M Buy
108,258
+817
+0.8% +$52.4K 2.85% 7
2023
Q4 		$7.07M Buy
107,441
+423
+0.4% +$27.8K 2.93% 7
2023
Q3 		$6.89M Buy
107,018
+21,747
+26% +$1.35M 3.11% 6
2023
Q2 		$5.15M Buy
85,271
+1,066
+1% +$64K 2.42% 10
2023
Q1 		$4.85M Buy
84,205
+10,856
+15% +$639K 2.16% 12
2022
Q4 		$4.18M Buy
73,349
+16,574
+29% +$914K 1.72% 19
2022
Q3 		$2.83M Buy
56,775
+16,792
+42% +$865K 1.31% 32
2022
Q2 		$2.09M Buy
39,983
+32,983
+471% +$1.85M 0.81% 47
2022
Q1 		$385K Buy
+7,000
New +$372K 0.14% 82

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
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