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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 -$34K – 294
2024
Q3 		$34K 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 $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

McClarren Financial Advisors's SHEL Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 182 shares — an estimated $46K sold.

McClarren Financial Advisors first reported a position in SHEL in Q2 2023 and held it in 7 quarters. The position peaked at $50K in Q4 2023. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 182 Shell shares in Q2 2025, an estimated $46K.
  • McClarren Financial Advisors first reported a position in Shell in Q2 2023 and held it in 7 quarters.
  • McClarren Financial Advisors's Shell position peaked at $50K in Q4 2023.
  • 1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.