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Navellier & Associates’s Shell SHEL Stock Holding History

Navellier & Associates’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
2024
Q4 		– Sell
-17,646
Closed -$1.16M – 359
2024
Q3 		$1.16M Sell
17,646
-776
-4% -$55K 0.16% 120
2024
Q2 		$1.33M Buy
18,422
+2,879
+19% +$206K 0.16% 131
2024
Q1 		$1.04M Buy
15,543
+1,064
+7% +$68.2K 0.13% 146
2023
Q4 		$953K Buy
14,479
+29
+0.2% +$1.9K 0.14% 144
2023
Q3 		$930K Buy
14,450
+310
+2% +$19.3K 0.16% 140
2023
Q2 		$854K Buy
14,140
+314
+2% +$18.8K 0.17% 132
2023
Q1 		$796K Buy
13,826
+313
+2% +$18.4K 0.17% 135
2022
Q4 		$770K Buy
13,513
+402
+3% +$22.2K 0.16% 126
2022
Q3 		$652K Sell
13,111
-208
-2% -$10.7K 0.15% 139
2022
Q2 		$696K Buy
+13,319
New +$748K 0.15% 148

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Navellier & Associates's SHEL Position: Q4 2024 in Review

Navellier & Associates sold out of Shell (SHEL) in Q4 2024, closing a stake of 17,646 shares — an estimated $1.16M sold.

Navellier & Associates first reported a position in SHEL in Q2 2022 and held it in 10 quarters. The position peaked at $1.33M in Q2 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Navellier & Associates reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Navellier & Associates sold 17,646 Shell shares in Q4 2024, an estimated $1.16M.
  • Navellier & Associates first reported a position in Shell in Q2 2022 and held it in 10 quarters.
  • Navellier & Associates's Shell position peaked at $1.33M in Q2 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Navellier & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.