FFG
SHEL icon

Fiduciary Financial Group’s Shell SHEL Stock Holding History

Fiduciary Financial Group’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 		– Sell
-5,598
Closed -$382K – 298
2024
Q3 		$382K Buy
5,598
+375
+7% +$26.6K 0.09% 152
2024
Q2 		$380K Buy
+5,223
New +$373K 0.09% 139

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fiduciary Financial Group's SHEL Position: Q4 2024 in Review

Fiduciary Financial Group sold out of Shell (SHEL) in Q4 2024, closing a stake of 5,598 shares — an estimated $382K sold.

Fiduciary Financial Group first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $382K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Fiduciary Financial Group reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 5,598 Shell shares in Q4 2024, an estimated $382K.
  • Fiduciary Financial Group first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's Shell position peaked at $382K in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.