J.W. Coons Advisors’s Shell SHEL Stock Holding History

J.W. Coons 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 Q2	$293K	Hold	4,165	–	–	0.07%	206
2025 Q1	$305K	Hold	4,165	–	–	0.08%	190
2024 Q4	$261K	Hold	4,165	–	–	0.07%	207
2024 Q3	$275K	Hold	4,165	–	–	0.07%	203
2024 Q2	$301K	Hold	4,165	–	–	0.07%	192
2024 Q1	$279K	Hold	4,165	–	–	0.06%	201
2023 Q4	$274K	Hold	4,165	–	–	0.07%	199
2023 Q3	$268K	Hold	4,165	–	–	0.08%	195
2023 Q2	$251K	Sell	4,165 -609	-13%	-$36.5K	0.07%	213
2023 Q1	$275K	Hold	4,774	–	–	0.08%	198
2022 Q4	$272K	Hold	4,774	–	–	0.08%	197
2022 Q3	$238K	Sell	4,774 -1	-0%	-$52	0.09%	192
2022 Q2	$251K	Buy	4,775 +1	+0%	+$56	0.09%	206
2022 Q1	$260K	Buy	+4,774	New	+$253K	0.08%	216

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

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

OAG

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

J.W. Coons Advisors's SHEL Position: Q2 2025 in Review

J.W. Coons Advisors held its Shell (SHEL) position steady in Q2 2025 at 4,165 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #206.

J.W. Coons Advisors first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $305K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

J.W. Coons Advisors held 4,165 shares of Shell worth $293K as of Q2 2025.
J.W. Coons Advisors left its Shell share count unchanged in Q2 2025.
Shell made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #206 holding.
J.W. Coons Advisors first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
J.W. Coons Advisors's Shell position peaked at $305K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.