McAdam LLC’s Shell SHEL Stock Holding History

McAdam LLC’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
2026 Q1	$450K	Buy	4,835 +228	+5%	+$18.4K	0.02%	257
2025 Q4	$339K	Sell	4,607 -125	-3%	-$9.21K	0.02%	307
2025 Q3	$338K	Buy	4,732 +3	+0.1%	+$216	0.02%	280
2025 Q2	$333K	Buy	4,729 +87	+2%	+$5.83K	0.02%	266
2025 Q1	$340K	Sell	4,642 -26	-0.6%	-$1.75K	0.02%	244
2024 Q4	$292K	Buy	4,668 +16	+0.3%	+$1.05K	0.02%	282
2024 Q3	$307K	Hold	4,652	–	–	0.02%	253
2024 Q2	$336K	Buy	4,652 +2	+0%	+$143	0.02%	222
2024 Q1	$312K	Hold	4,650	–	–	0.02%	221
2023 Q4	$306K	Hold	4,650	–	–	0.02%	210
2023 Q3	$299K	Buy	4,650 +417	+10%	+$26K	0.02%	204
2023 Q2	$256K	Hold	4,233	–	–	0.02%	220
2023 Q1	$244K	Buy	+4,233	New	+$249K	0.02%	220

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return