Institutional & Family Asset Management’s Shell SHEL Stock Holding History

Institutional & Family Asset 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
2024 Q2	$46.6K	Hold	645	–	–	0.01%	250
2024 Q1	$43.2K	Hold	645	–	–	0.01%	249
2023 Q4	$42.4K	Hold	645	–	–	0.01%	249
2023 Q3	$41.5K	Hold	645	–	–	0.01%	233
2023 Q2	$38.9K	Sell	645 -141	-18%	-$8.46K	0.01%	241
2023 Q1	$45.2K	Buy	786 +156	+25%	+$9.18K	0.01%	228
2022 Q4	$35.9K	Hold	630	–	–	0.01%	247
2022 Q3	$31K	Buy	630 +30	+5%	+$1.55K	0.01%	263
2022 Q2	$31K	Hold	600	–	–	0.01%	267
2022 Q1	$33K	Buy	+600	New	+$31.9K	0.01%	294

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Institutional & Family Asset Management's SHEL Position: Q2 2024 in Review

Institutional & Family Asset Management held its Shell (SHEL) position steady in Q2 2024 at 645 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #250.

Institutional & Family Asset Management first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

Institutional & Family Asset Management held 645 shares of Shell worth $46.6K as of Q2 2024.
Institutional & Family Asset Management left its Shell share count unchanged in Q2 2024.
Shell made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #250 holding.
Institutional & Family Asset Management first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.