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FDx Advisors’s Shell SHEL Stock Holding History

FDx 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
Q2 		– Sell
-4,537
Closed -$304K – 329
2024
Q1 		$304K Sell
4,537
-19,399
-81% -$1.24M 0.05% 286
2023
Q4 		$1.57M Buy
23,936
+1,455
+6% +$95.5K 0.12% 170
2023
Q3 		$1.45M Buy
22,481
+8,901
+66% +$554K 0.12% 168
2023
Q2 		$820K Sell
13,580
-6,453
-32% -$387K 0.05% 340
2023
Q1 		$1.14M Hold
20,033
– – 0.05% 272
2022
Q4 		$1.14M Sell
20,033
-4,584
-19% -$253K 0.05% 272
2022
Q3 		$1.23M Buy
24,617
+1,151
+5% +$59.3K 0.05% 253
2022
Q2 		$1.23M Buy
23,466
+1,827
+8% +$103K 0.05% 281
2022
Q1 		$1.19M Buy
+21,639
New +$1.15M 0.04% 298

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

FDx Advisors's SHEL Position: Q2 2024 in Review

FDx Advisors sold out of Shell (SHEL) in Q2 2024, closing a stake of 4,537 shares — an estimated $304K sold.

FDx Advisors first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $1.57M in Q4 2023. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • FDx Advisors reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 4,537 Shell shares in Q2 2024, an estimated $304K.
  • FDx Advisors first reported a position in Shell in Q1 2022 and held it in 9 quarters.
  • FDx Advisors's Shell position peaked at $1.57M in Q4 2023.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.