KFS
SHEL icon

Kelly Financial Services’s Shell SHEL Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-257
Closed -$18.6K – 631
2024
Q2 		$18.6K Hold
257
– – 0.01% 339
2024
Q1 		$17.3K Hold
257
– – 0.01% 353
2023
Q4 		$16.9K Hold
257
– – 0.01% 328
2023
Q3 		$16.6K Hold
257
– – 0.01% 304
2023
Q2 		$15.5K Hold
257
– – 0.01% 311
2023
Q1 		$14.8K Sell
257
-44
-15% -$2.59K 0.01% 303
2022
Q4 		$17.2K Hold
301
– – 0.01% 281
2022
Q3 		$15K Hold
301
– – 0.01% 284
2022
Q2 		$15.8K Buy
301
+2
+0.7% +$112 0.01% 276
2022
Q1 		$16.4K Buy
+299
New +$15.9K 0.01% 289

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelly Financial Services's SHEL Position: Q3 2024 in Review

Kelly Financial Services sold out of Shell (SHEL) in Q3 2024, closing a stake of 257 shares — an estimated $18.6K sold.

Kelly Financial Services first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $18.6K in Q2 2024. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Kelly Financial Services reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 257 Shell shares in Q3 2024, an estimated $18.6K.
  • Kelly Financial Services first reported a position in Shell in Q1 2022 and held it in 10 quarters.
  • Kelly Financial Services's Shell position peaked at $18.6K in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.