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Financial Counselors Inc’s Shell SHEL Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-21,265
Closed -$1.56M – 435
2025
Q1 		$1.56M Sell
21,265
-3,386
-14% -$228K 0.02% 289
2024
Q4 		$1.54M Buy
24,651
+1,563
+7% +$102K 0.02% 294
2024
Q3 		$1.52M Buy
23,088
+363
+2% +$25.7K 0.02% 297
2024
Q2 		$1.64M Sell
22,725
-1,818
-7% -$130K 0.03% 283
2024
Q1 		$1.65M Sell
24,543
-1,288
-5% -$82.5K 0.03% 283
2023
Q4 		$1.7M Sell
25,831
-4,948
-16% -$325K 0.03% 284
2023
Q3 		$1.98M Buy
30,779
+176
+0.6% +$11K 0.04% 258
2023
Q2 		$1.85M Buy
30,603
+5,084
+20% +$305K 0.04% 256
2023
Q1 		$1.47M Sell
25,519
-1,302
-5% -$76.6K 0.03% 275
2022
Q4 		$1.53M Buy
26,821
+2,135
+9% +$118K 0.03% 272
2022
Q3 		$1.23M Sell
24,686
-784
-3% -$40.4K 0.03% 275
2022
Q2 		$1.33M Sell
25,470
-30
-0.1% -$1.69K 0.03% 271
2022
Q1 		$1.4M Buy
+25,500
New +$1.35M 0.03% 279

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Counselors Inc's SHEL Position: Q2 2025 in Review

Financial Counselors Inc sold out of Shell (SHEL) in Q2 2025, closing a stake of 21,265 shares — an estimated $1.56M sold.

Financial Counselors Inc first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $1.98M in Q3 2023. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Financial Counselors Inc reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 21,265 Shell shares in Q2 2025, an estimated $1.56M.
  • Financial Counselors Inc first reported a position in Shell in Q1 2022 and held it in 13 quarters.
  • Financial Counselors Inc's Shell position peaked at $1.98M in Q3 2023.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.