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Lindbrook Capital’s Shell SHEL Stock Holding History

Lindbrook Capital’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 		$527K Buy
7,193
+552
+8% +$37.2K 0.05% 217
2024
Q4 		$416K Sell
6,641
-280
-4% -$18.4K 0.04% 249
2024
Q3 		$456K Sell
6,921
-589
-8% -$41.7K 0.04% 230
2024
Q2 		$542K Buy
7,510
+158
+2% +$11.3K 0.05% 195
2024
Q1 		$493K Sell
7,352
-440
-6% -$28.2K 0.05% 219
2023
Q4 		$513K Buy
7,792
+692
+10% +$45.4K 0.05% 197
2023
Q3 		$457K Buy
7,100
+1,305
+23% +$81.2K 0.05% 192
2023
Q2 		$350K Sell
5,795
-1,737
-23% -$104K 0.04% 229
2023
Q1 		$433K Buy
7,532
+161
+2% +$9.47K 0.05% 191
2022
Q4 		$420K Sell
7,371
-109
-1% -$6.01K 0.05% 203
2022
Q3 		$372K Buy
7,480
+891
+14% +$45.9K 0.06% 182
2022
Q2 		$345K Buy
6,589
+2,073
+46% +$116K 0.06% 202
2022
Q1 		$248K Buy
+4,516
New +$240K 0.04% 248

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 $336B AUM 34.66% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lindbrook Capital's SHEL Position: Q1 2025 in Review

Lindbrook Capital increased its Shell (SHEL) stake by 8.3% in Q1 2025, buying an estimated $37.2K and bringing the position to 7,193 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #217.

Lindbrook Capital first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $542K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Lindbrook Capital held 7,193 shares of Shell worth $527K as of Q1 2025.
  • Lindbrook Capital bought 552 Shell shares in Q1 2025, an estimated $37.2K.
  • Shell made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #217 holding.
  • Lindbrook Capital first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • Lindbrook Capital's Shell position peaked at $542K in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.