Farther Finance Advisors’s Shell SHEL Stock Holding History

Farther Finance 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
2026 Q1	$4.74M	Buy	51,552 +8,888	+21%	+$718K	0.04%	364
2025 Q4	$3.13M	Buy	42,664 +23,243	+120%	+$1.71M	0.03%	440
2025 Q3	$1.39M	Buy	19,421 +2,851	+17%	+$205K	0.02%	585
2025 Q2	$1.17M	Buy	16,570 +6,851	+70%	+$459K	0.02%	535
2025 Q1	$710K	Buy	9,719 +2,970	+44%	+$200K	0.02%	640
2024 Q4	$423K	Sell	6,749 -1,957	-22%	-$128K	0.02%	653
2024 Q3	$574K	Buy	8,706 +756	+10%	+$53.5K	0.02%	535
2024 Q2	$579K	Buy	7,950 +1,268	+19%	+$90.6K	0.03%	437
2024 Q1	$454K	Sell	6,682 -820	-11%	-$52.5K	0.03%	421
2023 Q4	$494K	Buy	7,502 +4,645	+163%	+$305K	0.04%	355
2023 Q3	$184K	Buy	2,857 +2,100	+277%	+$131K	0.03%	405
2023 Q2	$45.7K	Buy	757 +45	+6%	+$2.7K	0.01%	705
2023 Q1	$41K	Sell	712 -10	-1%	-$588	0.01%	663
2022 Q4	$41.1K	Buy	+722	New	+$39.8K	0.02%	534

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