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Garda Capital Partners’s Shell SHEL Stock Holding History

Garda Capital Partners’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
Q3 		– Sell
-113,500
Closed -$7.99M – 427
2025
Q2 		$7.99M Buy
113,500
+1,500
+1% +$101K 0.19% 136
2025
Q1 		$8.21M Buy
+112,000
New +$7.54M 0.21% 148
2024
Q4 		– Sell
-20,000
Closed -$1.32M – 467
2024
Q3 		$1.32M Buy
+20,000
New +$1.42M 0.04% 371

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Garda Capital Partners's SHEL Position: Q4 2024 in Review

Garda Capital Partners sold out of Shell (SHEL) in Q4 2024, closing a stake of 9,841 shares — an estimated $649K sold.

Garda Capital Partners first reported a position in SHEL in Q3 2024 and held it in 1 quarter. The position peaked at $649K in Q3 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Garda Capital Partners reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Garda Capital Partners sold 9,841 Shell shares in Q4 2024, an estimated $649K.
  • Garda Capital Partners first reported a position in Shell in Q3 2024 and held it in 1 quarter.
  • Garda Capital Partners's Shell position peaked at $649K in Q3 2024.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Garda Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.