Eagle Bay Advisors’s Shell SHEL Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-1,511	Closed	-$94.7K	–	807
2024 Q4	$94.7K	Hold	1,511	–	–	0.06%	220
2024 Q3	$99.7K	Sell	1,511 -2	-0.1%	-$142	0.04%	294
2024 Q2	$109K	Sell	1,513 -118	-7%	-$8.43K	0.07%	195
2024 Q1	$109K	Buy	1,631 +94	+6%	+$6.02K	0.07%	189
2023 Q4	$101K	Sell	1,537 -48	-3%	-$3.15K	0.06%	210
2023 Q3	$102K	Buy	1,585 +51	+3%	+$3.17K	0.05%	246
2023 Q2	$92.6K	Buy	1,534 +1	+0.1%	+$60	0.05%	235
2023 Q1	$88.2K	Buy	1,533 +1	+0.1%	+$59	0.05%	273
2022 Q4	$87.3K	Buy	1,532 +1	+0.1%	+$55	0.05%	267
2022 Q3	$76K	Buy	1,531 +1	+0.1%	+$52	0.05%	257
2022 Q2	$80K	Buy	+1,530	New	+$86K	0.05%	250

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Eagle Bay Advisors's SHEL Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Shell (SHEL) in Q1 2025, closing a stake of 1,511 shares — an estimated $94.7K sold.

Eagle Bay Advisors first reported a position in SHEL in Q2 2022 and held it in 11 quarters. The position peaked at $109K in Q1 2024. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Eagle Bay Advisors reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 1,511 Shell shares in Q1 2025, an estimated $94.7K.
Eagle Bay Advisors first reported a position in Shell in Q2 2022 and held it in 11 quarters.
Eagle Bay Advisors's Shell position peaked at $109K in Q1 2024.
1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.