Kelly Lawrence W & Associates’s Shell SHEL Stock Holding History

Kelly Lawrence W & Associates’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	$409K	Hold	4,400	–	–	0.11%	62
2025 Q4	$323K	Hold	4,400	–	–	0.08%	69
2025 Q3	$315K	Sell	4,400 -20,023	-82%	-$1.44M	0.08%	70
2025 Q2	$1.72M	Sell	24,423 -800	-3%	-$53.6K	0.45%	33
2025 Q1	$1.85M	Hold	25,223	–	–	0.45%	35
2024 Q4	$1.58M	Hold	25,223	–	–	0.37%	38
2024 Q3	$1.66M	Buy	25,223 +1,600	+7%	+$113K	0.38%	39
2024 Q2	$1.71M	Buy	23,623 +1,600	+7%	+$114K	0.39%	40
2024 Q1	$1.48M	Buy	22,023 +1,600	+8%	+$103K	0.34%	40
2023 Q4	$1.34M	Sell	20,423 -2,000	-9%	-$131K	0.32%	40
2023 Q3	$1.44M	Hold	22,423	–	–	0.39%	40
2023 Q2	$1.35M	Sell	22,423 -33	-0.1%	-$1.98K	0.35%	40
2023 Q1	$1.29M	Hold	22,456	–	–	0.35%	39
2022 Q4	$1.28M	Sell	22,456 -3,301	-13%	-$182K	0.36%	41
2022 Q3	$1.28M	Hold	25,757	–	–	0.36%	41
2022 Q2	$1.35M	Buy	25,757 +33	+0.1%	+$1.85K	0.37%	40
2022 Q1	$1.41M	Buy	+25,724	New	+$1.37M	0.3%	41

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 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