FHA
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First Horizon Advisors’s Shell SHEL Stock Holding History

First Horizon 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
2025
Q2 		$726K Sell
10,307
-494
-5% -$33.1K 0.02% 293
2025
Q1 		$792K Sell
10,801
-221
-2% -$14.9K 0.02% 270
2024
Q4 		$691K Sell
11,022
-403
-4% -$26.4K 0.02% 288
2024
Q3 		$754K Buy
11,425
+328
+3% +$23.2K 0.02% 283
2024
Q2 		$801K Buy
11,097
+142
+1% +$10.1K 0.02% 274
2024
Q1 		$734K Sell
10,955
-404
-4% -$25.9K 0.02% 283
2023
Q4 		$747K Sell
11,359
-374
-3% -$24.5K 0.02% 285
2023
Q3 		$755K Buy
11,733
+525
+5% +$32.7K 0.03% 276
2023
Q2 		$677K Sell
11,208
-298
-3% -$17.9K 0.02% 292
2023
Q1 		$662K Sell
11,506
-1,122
-9% -$66K 0.02% 297
2022
Q4 		$719K Sell
12,628
-64
-0.5% -$3.53K 0.03% 290
2022
Q3 		$630K Sell
12,692
-1,211
-9% -$62.4K 0.03% 288
2022
Q2 		$726K Buy
13,903
+1,999
+17% +$112K 0.03% 281
2022
Q1 		$654K Buy
+11,904
New +$632K 0.04% 253

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

First Horizon Advisors's SHEL Position: Q2 2025 in Review

First Horizon Advisors reduced its Shell (SHEL) stake by 4.6% in Q2 2025, selling an estimated $33.1K and leaving 10,307 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #293.

First Horizon Advisors first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $801K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • First Horizon Advisors held 10,307 shares of Shell worth $726K as of Q2 2025.
  • First Horizon Advisors sold 494 Shell shares in Q2 2025, an estimated $33.1K.
  • Shell made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #293 holding.
  • First Horizon Advisors first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • First Horizon Advisors's Shell position peaked at $801K in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.