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Orion Portfolio Solutions’s Shell SHEL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$5.12M Buy
69,913
+6,907
+11% +$465K 0.05% 343
2024
Q4 		$3.95M Buy
63,006
+2
+0% +$131 0.04% 398
2024
Q3 		$4.16M Buy
63,004
+4,074
+7% +$289K 0.04% 394
2024
Q2 		$4.25M Buy
58,930
+22
+0% +$1.57K 0.04% 353
2024
Q1 		$3.95M Buy
58,908
+2,977
+5% +$191K 0.04% 382
2023
Q4 		$3.61M Sell
55,931
-22,042
-28% -$1.45M 0.04% 388
2023
Q3 		$5.02M Buy
77,973
+16,912
+28% +$1.05M 0.06% 297
2023
Q2 		$3.69M Sell
61,061
-706
-1% -$42.4K 0.04% 409
2023
Q1 		$3.55M Buy
61,767
+56,883
+1,165% +$3.35M 0.04% 361
2022
Q4 		$278K Buy
4,884
+692
+17% +$38.1K 0.01% 687
2022
Q3 		$209K Sell
4,192
-202
-5% -$10.4K 0.01% 692
2022
Q2 		$230K Buy
4,394
+240
+6% +$13.5K 0.01% 618
2022
Q1 		$228K Buy
+4,154
New +$221K 0.01% 645

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orion Portfolio Solutions's SHEL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Shell (SHEL) stake by 11% in Q1 2025, buying an estimated $465K and bringing the position to 69,913 shares worth $5.12M. The position accounts for 0.05% of the portfolio, ranked #343.

Orion Portfolio Solutions first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Orion Portfolio Solutions held 69,913 shares of Shell worth $5.12M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,907 Shell shares in Q1 2025, an estimated $465K.
  • Shell made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #343 holding.
  • Orion Portfolio Solutions first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.