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Gould Capital’s Shell SHEL Stock Holding History

Gould Capital’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
-10
Closed -$660 – 218
2024
Q3 		$660 Hold
10
– – ﹤0.01% 204
2024
Q2 		$722 Hold
10
– – ﹤0.01% 205
2024
Q1 		$670 Hold
10
– – ﹤0.01% 187
2023
Q4 		$658 Hold
10
– – ﹤0.01% 189
2023
Q3 		$634 Hold
10
– – ﹤0.01% 188
2023
Q2 		$604 Hold
10
– – ﹤0.01% 188
2023
Q1 		$575 Sell
10
-20
-67% -$1.18K ﹤0.01% 191
2022
Q4 		$1.71K Hold
30
– – ﹤0.01% 186
2022
Q3 		$1K Hold
30
– – ﹤0.01% 192
2022
Q2 		$2K Hold
30
– – ﹤0.01% 193
2022
Q1 		$2K Buy
+30
New +$1.59K ﹤0.01% 183

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gould Capital's SHEL Position: Q4 2024 in Review

Gould Capital sold out of Shell (SHEL) in Q4 2024, closing a stake of 10 shares — an estimated $660 sold.

Gould Capital first reported a position in SHEL in Q1 2022 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Gould Capital reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Gould Capital sold 10 Shell shares in Q4 2024, an estimated $660.
  • Gould Capital first reported a position in Shell in Q1 2022 and held it in 11 quarters.
  • Gould Capital's Shell position peaked at $2K in Q2 2022.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Gould Capital's 13F filing for Q4 2024, filed 21 Feb 2025.