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Glass Jacobson Investment Advisors’s Shell SHEL Stock Holding History

Glass Jacobson Investment 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 		– Sell
-1,486
Closed -$93.1K – 795
2025
Q1 		$93.1K Hold
1,486
– – 0.03% 305
2024
Q4 		$93.1K Buy
1,486
+97
+7% +$6.36K 0.03% 305
2024
Q3 		$91.6K Sell
1,389
-34
-2% -$2.41K 0.03% 291
2024
Q2 		$103K Sell
1,423
-40
-3% -$2.86K 0.04% 263
2024
Q1 		$98.1K Buy
1,463
+36
+3% +$2.31K 0.04% 275
2023
Q4 		$93.9K Buy
1,427
+21
+1% +$1.38K 0.04% 272
2023
Q3 		$90.5K Buy
1,406
+21
+2% +$1.31K 0.04% 265
2023
Q2 		$83.6K Buy
+1,385
New +$83.1K 0.04% 276
2022
Q4 		$78.8K Buy
+1,383
New +$76.2K 0.04% 286

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

Glass Jacobson Investment Advisors's SHEL Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 1,486 shares — an estimated $93.1K sold.

Glass Jacobson Investment Advisors first reported a position in SHEL in Q4 2022 and held it in 9 quarters. The position peaked at $103K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,486 Shell shares in Q2 2025, an estimated $93.1K.
  • Glass Jacobson Investment Advisors first reported a position in Shell in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Shell position peaked at $103K in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.