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Horan Capital Advisors’s Shell SHEL Stock Holding History

Horan Capital 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
2025
Q1 		$2.78M Sell
37,987
-429
-1% -$28.9K 0.94% 39
2024
Q4 		$2.41M Buy
38,416
+288
+0.8% +$18.9K 0.81% 41
2024
Q3 		$2.51M Sell
38,128
-582
-2% -$41.2K 0.84% 42
2024
Q2 		$2.79M Sell
38,710
-489
-1% -$35K 0.98% 36
2024
Q1 		$2.63M Buy
39,199
+638
+2% +$40.9K 0.93% 42
2023
Q4 		$2.54M Sell
38,561
-947
-2% -$62.1K 0.93% 42
2023
Q3 		$2.54M Sell
39,508
-1,819
-4% -$113K 1.02% 37
2023
Q2 		$2.5M Buy
41,327
+531
+1% +$31.9K 0.97% 34
2023
Q1 		$2.35M Buy
40,796
+819
+2% +$48.2K 0.97% 41
2022
Q4 		$2.28M Sell
39,977
-182
-0.5% -$10K 1% 40
2022
Q3 		$2M Buy
40,159
+1,650
+4% +$85K 0.97% 41
2022
Q2 		$2.01M Buy
38,509
+1,189
+3% +$66.8K 0.94% 44
2022
Q1 		$2.05M Buy
+37,320
New +$1.98M 0.82% 43

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 $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 $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Horan Capital Advisors's SHEL Position: Q1 2025 in Review

Horan Capital Advisors reduced its Shell (SHEL) stake by 1.1% in Q1 2025, selling an estimated $28.9K and leaving 37,987 shares worth $2.78M. The position accounts for 0.94% of the portfolio, ranked #39.

Horan Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.79M in Q2 2024. 1,415 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Horan Capital Advisors held 37,987 shares of Shell worth $2.78M as of Q1 2025.
  • Horan Capital Advisors sold 429 Shell shares in Q1 2025, an estimated $28.9K.
  • Shell made up 0.94% of Horan Capital Advisors's portfolio in Q1 2025, its #39 holding.
  • Horan Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • Horan Capital Advisors's Shell position peaked at $2.79M in Q2 2024.
  • 1,415 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.