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Householder Group Estate & Retirement Specialist’s Shell SHEL Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$27K Sell
446
-175
-28% -$11.5K 0.02% 260
2024
Q3 		$40K Hold
621
– – 0.01% 523
2024
Q2 		$44K Buy
621
+425
+217% +$30.4K 0.01% 503
2024
Q1 		$13.1K Hold
196
– – ﹤0.01% 757
2023
Q4 		$12K Hold
196
– – ﹤0.01% 732
2023
Q3 		$12.6K Buy
+196
New +$12.2K ﹤0.01% 734
2023
Q1 		$25K Buy
+434
New +$25.5K 0.01% 597
2022
Q4 		– Sell
-432
Closed -$21K – 983
2022
Q3 		$21K Buy
+432
New +$22.3K 0.01% 569

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 $481B AUM 30.42% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SHEL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Shell (SHEL) stake by 28% in Q4 2024, selling an estimated $11.5K and leaving 446 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #260.

Householder Group Estate & Retirement Specialist first reported a position in SHEL in Q3 2022 and has held it in 8 quarters since. The position peaked at $44K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 446 shares of Shell worth $27K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 175 Shell shares in Q4 2024, an estimated $11.5K.
  • Shell made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #260 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Shell in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Shell position peaked at $44K in Q2 2024.
  • 1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.