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Global Financial Private Client’s Shell SHEL Stock Holding History

Global Financial Private Client’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
-700
Closed -$51.3K – 1347
2025
Q1 		$51.3K Hold
700
– – 0.02% 326
2024
Q4 		$43.9K Sell
700
-37
-5% -$2.42K 0.02% 332
2024
Q3 		$48.6K Buy
737
+205
+39% +$14.5K 0.02% 321
2024
Q2 		$38.4K Hold
532
– – 0.02% 327
2024
Q1 		$36.1K Sell
532
-673
-56% -$43.1K 0.02% 337
2023
Q4 		$79.3K Hold
1,205
– – 0.04% 257
2023
Q3 		$76.3K Hold
1,205
– – 0.04% 242
2023
Q2 		$73.3K Sell
1,205
-23
-2% -$1.38K 0.04% 254
2023
Q1 		$74.3K Hold
1,228
– – 0.04% 242
2022
Q4 		$69.9K Buy
1,228
+23
+2% +$1.27K 0.04% 237
2022
Q3 		$63.1K Sell
1,205
-10
-0.8% -$515 0.04% 240
2022
Q2 		$63.1K Sell
1,215
-20
-2% -$1.12K 0.04% 240
2022
Q1 		$68.9K Buy
+1,235
New +$65.6K 0.03% 240

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 $134M AUM 21.11% 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