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Legacy Financial Advisors’s Shell SHEL Stock Holding History

Legacy Financial 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
Q4 		– Sell
-15,494
Closed -$1.11M – 448
2025
Q3 		$1.11M Buy
+15,494
New +$1.12M 0.15% 109
2025
Q2 		– Sell
-15,142
Closed -$1.11M – 402
2025
Q1 		$1.11M Buy
15,142
+2,009
+15% +$135K 0.19% 96
2024
Q4 		$823K Sell
13,133
-560
-4% -$36.7K 0.14% 122
2024
Q3 		$903K Sell
13,693
-271
-2% -$19.2K 0.15% 109
2024
Q2 		$1.01M Buy
13,964
+310
+2% +$22.2K 0.18% 89
2024
Q1 		$915K Buy
13,654
+468
+4% +$30K 0.16% 104
2023
Q4 		$868K Buy
13,186
+1,386
+12% +$91K 0.17% 94
2023
Q3 		$760K Buy
11,800
+1,110
+10% +$69.1K 0.15% 89
2023
Q2 		$645K Buy
10,690
+873
+9% +$52.4K 0.12% 99
2023
Q1 		$565K Sell
9,817
-194
-2% -$11.4K 0.12% 110
2022
Q4 		$570K Buy
10,011
+1,141
+13% +$62.9K 0.12% 104
2022
Q3 		$441K Buy
8,870
+1,519
+21% +$78.3K 0.11% 107
2022
Q2 		$384K Buy
7,351
+343
+5% +$19.3K 0.1% 120
2022
Q1 		$385K Buy
+7,008
New +$372K 0.09% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legacy Financial Advisors's SHEL Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Shell (SHEL) in Q4 2025, closing a stake of 15,494 shares — an estimated $1.11M sold.

Legacy Financial Advisors first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $1.11M in Q1 2025. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,494 Shell shares in Q4 2025, an estimated $1.11M.
  • Legacy Financial Advisors first reported a position in Shell in Q1 2022 and held it in 14 quarters.
  • Legacy Financial Advisors's Shell position peaked at $1.11M in Q1 2025.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.