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Kavar Capital Partners Group’s Shell SHEL Stock Holding History

Kavar Capital Partners Group’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 		$644K Hold
6,923
– – 0.08% 122
2025
Q4 		$509K Buy
6,923
+39
+0.6% +$2.87K 0.07% 123
2025
Q3 		$492K Sell
6,884
-400
-5% -$28.8K 0.07% 125
2025
Q2 		$513K Sell
7,284
-400
-5% -$26.8K 0.07% 126
2025
Q1 		$563K Sell
7,684
-200
-3% -$13.5K 0.09% 113
2024
Q4 		$494K Sell
7,884
-86
-1% -$5.64K 0.08% 116
2024
Q3 		$526K Hold
7,970
– – 0.08% 117
2024
Q2 		$575K Hold
7,970
– – 0.1% 108
2024
Q1 		$534K Buy
7,970
+1,298
+19% +$83.2K 0.1% 108
2023
Q4 		$439K Buy
6,672
+3,336
+100% +$219K 0.05% 137
2023
Q3 		$215K Buy
+3,336
New +$208K 0.05% 147

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