Financial Gravity Asset Management’s Shell SHEL Stock Holding History

Financial Gravity Asset Management’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	$279	Buy	+3	New	+$242	﹤0.01%	826
2025 Q4	–	Sell	-6	Closed	-$429	–	914
2025 Q3	$429	Buy	+6	New	+$432	﹤0.01%	856
2025 Q1	$879	Buy	+12	New	+$808	﹤0.01%	887
2024 Q2	–	Sell	-213	Closed	-$14.2K	–	2351
2024 Q1	$14.2K	Buy	213 +108	+103%	+$6.92K	﹤0.01%	638
2023 Q4	$6.93K	Buy	105 +47	+81%	+$3.08K	﹤0.01%	832
2023 Q3	$3.84K	Sell	58 -2	-3%	-$124	﹤0.01%	656
2023 Q2	$17.3K	Buy	60 +2	+3%	+$120	0.05%	167
2023 Q1	$28	Buy	58 +1	+2%	+$59	﹤0.01%	783
2022 Q4	$4.74K	Buy	57 +7	+14%	+$386	0.02%	412
2022 Q3	$24	Buy	+50	New	+$2.58K	﹤0.01%	702

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