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McClarren Financial Advisors’s Shell SHEL Stock Holding History

McClarren 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
Q2 		– Sell
-182
Closed -$46K – 256
2025
Q1 		$46K Buy
+182
New +$12.3K 0.03% 143
2024
Q4 		– Sell
-65
Closed -$34 – 294
2024
Q3 		$34 Sell
65
-79
-55% -$5.59K ﹤0.01% 137
2024
Q2 		$44K Sell
144
-489
-77% -$35K 0.03% 153
2024
Q1 		$43K Sell
633
-127
-17% -$8.14K 0.03% 153
2023
Q4 		$50K Buy
760
+142
+23% +$9.32K 0.04% 156
2023
Q3 		$39K Buy
618
+109
+21% +$6.79K 0.03% 163
2023
Q2 		$30K Buy
+509
New +$30.5K 0.02% 189

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