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McIlrath & Eck’s Shell SHEL Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-28
Closed -$1.97K – 977
2025
Q2 		$1.97K Hold
28
– – ﹤0.01% 843
2025
Q1 		$2.05K Buy
+28
New +$1.89K ﹤0.01% 829
2024
Q4 		– Sell
-2,440
Closed -$161K – 1020
2024
Q3 		$161K Sell
2,440
-315
-11% -$22.3K 0.02% 142
2024
Q2 		$199K Hold
2,755
– – 0.03% 115
2024
Q1 		$185K Buy
2,755
+227
+9% +$14.5K 0.03% 121
2023
Q4 		$166K Buy
2,528
+403
+19% +$26.4K 0.03% 125
2023
Q3 		$137K Buy
2,125
+133
+7% +$8.28K 0.03% 137
2023
Q2 		$120K Buy
1,992
+120
+6% +$7.2K 0.03% 148
2023
Q1 		$108K Buy
1,872
+1,569
+518% +$92.3K 0.03% 151
2022
Q4 		$17.3K Sell
303
-935
-76% -$51.5K ﹤0.01% 438
2022
Q3 		$62K Hold
1,238
– – 0.02% 211
2022
Q2 		$65K Hold
1,238
– – 0.02% 196
2022
Q1 		$68K Buy
+1,238
New +$65.7K 0.02% 201

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return