Greenwood Gearhart’s Shell SHEL Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-3,642	Closed	-$228K	–	124
2024 Q4	$228K	Sell	3,642 -3,531	-49%	-$231K	0.02%	123
2024 Q3	$473K	Sell	7,173 -264	-4%	-$18.7K	0.04%	79
2024 Q2	$537K	Sell	7,437 -1,355	-15%	-$96.8K	0.05%	71
2024 Q1	$589K	Sell	8,792 -199,352	-96%	-$12.8M	0.06%	65
2023 Q4	$13.7M	Sell	208,144 -4,689	-2%	-$308K	1.46%	26
2023 Q3	$13.7M	Buy	212,833 +6,628	+3%	+$413K	1.62%	22
2023 Q2	$12.5M	Sell	206,205 -69,151	-25%	-$4.15M	1.45%	32
2023 Q1	$15.8M	Buy	275,356 +6,482	+2%	+$381K	2.02%	13
2022 Q4	$15.3M	Buy	268,874 +6,560	+3%	+$362K	2.17%	14
2022 Q3	$13.1M	Buy	262,314 +6,513	+3%	+$336K	2.07%	18
2022 Q2	$13.4M	Sell	255,801 -4,745	-2%	-$267K	2.13%	17
2022 Q1	$14.3M	Buy	+260,546	New	+$13.8M	1.97%	17

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Greenwood Gearhart's SHEL Position: Q1 2025 in Review

Greenwood Gearhart sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,642 shares — an estimated $228K sold.

Greenwood Gearhart first reported a position in SHEL in Q1 2022 and held it in 12 quarters. The position peaked at $15.8M in Q1 2023. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Greenwood Gearhart reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 3,642 Shell shares in Q1 2025, an estimated $228K.
Greenwood Gearhart first reported a position in Shell in Q1 2022 and held it in 12 quarters.
Greenwood Gearhart's Shell position peaked at $15.8M in Q1 2023.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.