Haven Private’s Shell SHEL Stock Holding History

Haven Private’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	-6,002	Closed	-$376K	–	148
2024 Q4	$376K	Buy	+6,002	New	+$393K	0.21%	113

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

Haven Private's SHEL Position: Q1 2025 in Review

Haven Private sold out of Shell (SHEL) in Q1 2025, closing a stake of 6,002 shares — an estimated $376K sold.

Haven Private first reported a position in SHEL in Q4 2024 and held it in 1 quarter. The position peaked at $376K in Q4 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Haven Private reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Haven Private sold 6,002 Shell shares in Q1 2025, an estimated $376K.
Haven Private first reported a position in Shell in Q4 2024 and held it in 1 quarter.
Haven Private's Shell position peaked at $376K in Q4 2024.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Haven Private's 13F filing for Q1 2025, filed 9 May 2025.