Hudson Portfolio Management’s Shell SHEL Stock Holding History

Hudson Portfolio Management’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
2026 Q1	$1.07M	Hold	11,472	–	–	0.9%	39
2025 Q4	$843K	Hold	11,472	–	–	0.73%	46
2025 Q3	$821K	Sell	11,472 -200	-2%	-$14.4K	0.73%	47
2025 Q2	$822K	Sell	11,672 -100	-0.8%	-$6.7K	0.77%	45
2025 Q1	$863K	Sell	11,772 -278	-2%	-$18.7K	0.83%	43
2024 Q4	$755K	Sell	12,050 -200	-2%	-$13.1K	0.74%	47
2024 Q3	$808K	Buy	+12,250	New	+$868K	0.79%	42
2023 Q4	$831K	Sell	12,627 -183	-1%	-$12K	0.9%	38
2023 Q3	$825K	Sell	12,810 -105	-0.8%	-$6.54K	0.94%	37
2023 Q2	$780K	Hold	12,915	–	–	0.85%	42
2023 Q1	$743K	Sell	12,915 -140	-1%	-$8.24K	0.83%	45
2022 Q4	$743K	Sell	13,055 -100	-0.8%	-$5.51K	0.82%	48
2022 Q3	$654K	Hold	13,155	–	–	0.77%	48
2022 Q2	$688K	Sell	13,155 -125	-0.9%	-$7.02K	0.71%	49
2022 Q1	$729K	Buy	+13,280	New	+$705K	0.64%	52

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return