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Good Life Advisors’s Shell SHEL Stock Holding History

Good Life 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 		$304K Sell
4,320
-180
-4% -$12.1K 0.02% 402
2025
Q1 		$330K Buy
4,500
+765
+20% +$51.5K 0.02% 365
2024
Q4 		$234K Sell
3,735
-633
-14% -$41.5K 0.02% 418
2024
Q3 		$288K Buy
4,368
+463
+12% +$32.8K 0.02% 477
2024
Q2 		$282K Buy
3,905
+138
+4% +$9.86K 0.02% 374
2024
Q1 		$253K Sell
3,767
-404
-10% -$25.9K 0.02% 382
2023
Q4 		$275K Sell
4,171
-804
-16% -$52.8K 0.03% 347
2023
Q3 		$320K Buy
4,975
+1,220
+32% +$75.9K 0.04% 297
2023
Q2 		$227K Buy
3,755
+19
+0.5% +$1.14K 0.03% 348
2023
Q1 		$215K Sell
3,736
-557
-13% -$32.8K 0.03% 355
2022
Q4 		$245K Sell
4,293
-271
-6% -$14.9K 0.03% 302
2022
Q3 		$227K Buy
4,564
+161
+4% +$8.3K 0.03% 295
2022
Q2 		$230K Buy
+4,403
New +$247K 0.03% 300

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Good Life Advisors's SHEL Position: Q2 2025 in Review

Good Life Advisors reduced its Shell (SHEL) stake by 4% in Q2 2025, selling an estimated $12.1K and leaving 4,320 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #402.

Good Life Advisors first reported a position in SHEL in Q2 2022 and has held it in 13 quarters since. The position peaked at $330K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Good Life Advisors held 4,320 shares of Shell worth $304K as of Q2 2025.
  • Good Life Advisors sold 180 Shell shares in Q2 2025, an estimated $12.1K.
  • Shell made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #402 holding.
  • Good Life Advisors first reported a position in Shell in Q2 2022 and has held it in 13 quarters since.
  • Good Life Advisors's Shell position peaked at $330K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.