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Gilliland Jeter Wealth Management’s Shell SHEL Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-1,000
Closed -$66K – 556
2024
Q3 		$66K Hold
1,000
– – 0.02% 270
2024
Q2 		$72.2K Hold
1,000
– – 0.02% 248
2024
Q1 		$67K Buy
+1,000
New +$64.1K 0.02% 257

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gilliland Jeter Wealth Management's SHEL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Shell (SHEL) in Q4 2024, closing a stake of 1,000 shares — an estimated $66K sold.

Gilliland Jeter Wealth Management first reported a position in SHEL in Q1 2024 and held it in 3 quarters. The position peaked at $72.2K in Q2 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,000 Shell shares in Q4 2024, an estimated $66K.
  • Gilliland Jeter Wealth Management first reported a position in Shell in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Shell position peaked at $72.2K in Q2 2024.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.