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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
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 $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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legacy Advisors's SHEL Position: Q1 2025 in Review

Legacy Advisors opened a new position in Shell (SHEL) in Q1 2025: 9,423 shares worth $690K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in SHEL as recently as Q2 2024.

Legacy Advisors first reported a position in SHEL in Q2 2024 and has held it in 2 quarters since. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Legacy Advisors held 9,423 shares of Shell worth $690K as of Q1 2025.
  • Shell was a new Legacy Advisors position in Q1 2025.
  • Shell made up 0.07% of Legacy Advisors's portfolio in Q1 2025, its #211 holding.
  • Legacy Advisors first reported a position in Shell in Q2 2024 and has held it in 2 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.