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Integrated Investment Consultants’s Shell SHEL Stock Holding History

Integrated Investment Consultants’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 		$1.75M Sell
18,794
-775
-4% -$62.6K 0.37% 50
2025
Q4 		$1.44M Buy
19,569
+16,251
+490% +$1.2M 0.28% 63
2025
Q3 		$237K Sell
3,318
-254
-7% -$18.3K 0.04% 292
2025
Q2 		$252K Sell
3,572
-115
-3% -$7.71K 0.05% 269
2025
Q1 		$270K Sell
3,687
-15,941
-81% -$1.07M 0.05% 268
2024
Q4 		$1.23M Buy
+19,628
New +$1.29M 0.25% 74
2023
Q3 		– Sell
-4,696
Closed -$284K – 263
2023
Q2 		$284K Buy
4,696
+559
+14% +$33.5K 0.09% 203
2023
Q1 		$238K Buy
4,137
+445
+12% +$26.2K 0.07% 232
2022
Q4 		$210K Buy
+3,692
New +$204K 0.07% 230

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
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