First Command Financial Services’s Shell SHEL Stock Holding History

First Command Financial Services’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
2023 Q2	$64.4K	Hold	1,066	–	–	0.01%	214
2023 Q1	$61.3K	Buy	1,066 +300	+39%	+$17.6K	0.01%	217
2022 Q4	$44K	Buy	766 +263	+52%	+$14.5K	0.01%	240
2022 Q3	$25K	Sell	503 -78	-13%	-$4.02K	﹤0.01%	269
2022 Q2	$30K	Buy	581 +20	+4%	+$1.12K	﹤0.01%	263
2022 Q1	$31K	Buy	+561	New	+$29.8K	﹤0.01%	275

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

First Command Financial Services's SHEL Position: Q2 2023 in Review

First Command Financial Services held its Shell (SHEL) position steady in Q2 2023 at 1,066 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #214.

First Command Financial Services first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

First Command Financial Services held 1,066 shares of Shell worth $64.4K as of Q2 2023.
First Command Financial Services left its Shell share count unchanged in Q2 2023.
Shell made up 0.01% of First Command Financial Services's portfolio in Q2 2023, its #214 holding.
First Command Financial Services first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.