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Legacy Advisors’s Shell SHEL Stock Holding History

Legacy 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 		– Sell
-9,423
Closed -$690K – 341
2025
Q1 		$690K Buy
+9,423
New +$635K 0.07% 211
2024
Q3 		– Sell
-7,115
Closed -$514K – 389
2024
Q2 		$514K Buy
+7,115
New +$509K 0.06% 206

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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

Legacy Advisors's SHEL Position: Q2 2025 in Review

Legacy Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 9,423 shares — an estimated $690K sold.

Legacy Advisors first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $690K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Legacy Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 9,423 Shell shares in Q2 2025, an estimated $690K.
  • Legacy Advisors first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • Legacy Advisors's Shell position peaked at $690K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.