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Hobbs Group Advisors’s Shell SHEL Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-365
Closed -$24.1K – 529
2024
Q3 		$24.1K Buy
365
+3
+0.8% +$212 0.01% 315
2024
Q2 		$26.1K Buy
+362
New +$25.9K 0.01% 282
2023
Q4 		$23.3K Buy
+355
New +$23.3K 0.01% 272

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

Hobbs Group Advisors's SHEL Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Shell (SHEL) in Q4 2024, closing a stake of 365 shares — an estimated $24.1K sold.

Hobbs Group Advisors first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $26.1K in Q2 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 365 Shell shares in Q4 2024, an estimated $24.1K.
  • Hobbs Group Advisors first reported a position in Shell in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Shell position peaked at $26.1K in Q2 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.