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Legacy Investment Solutions’s Shell SHEL Stock Holding History

Legacy Investment Solutions’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 		$2.32K Buy
+33
New +$2.21K ﹤0.01% 491
2024
Q4 		$2.17K Hold
33
– – ﹤0.01% 485
2024
Q3 		$2.16K Buy
+33
New +$2.34K ﹤0.01% 475

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 Investment Solutions's SHEL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Shell (SHEL) in Q2 2025: 33 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SHEL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SHEL in Q3 2024 and has held it in 3 quarters since. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Legacy Investment Solutions held 33 shares of Shell worth $2.32K as of Q2 2025.
  • Shell was a new Legacy Investment Solutions position in Q2 2025.
  • Shell made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #491 holding.
  • Legacy Investment Solutions first reported a position in Shell in Q3 2024 and has held it in 3 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.