GFS
SHEL icon

GYL Financial Synergies’s Shell SHEL Stock Holding History

GYL Financial Synergies’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
Q3 		$5.14M Buy
77,937
+2,746
+4% +$194K 0.39% 65
2024
Q2 		$5.43M Buy
75,191
+5,147
+7% +$368K 0.42% 62
2024
Q1 		$4.7M Buy
70,044
+2,319
+3% +$149K 0.37% 68
2023
Q4 		$4.46M Buy
67,725
+1,427
+2% +$93.6K 0.37% 68
2023
Q3 		$4.27M Buy
66,298
+42,029
+173% +$2.62M 0.41% 62
2023
Q2 		$1.47M Buy
24,269
+1,524
+7% +$91.5K 0.13% 139
2023
Q1 		$1.31M Buy
22,745
+2,551
+13% +$150K 0.16% 105
2022
Q4 		$1.15M Buy
+20,194
New +$1.11M 0.25% 66

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return