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Personal Capital Advisors’s Shell SHEL Stock Holding History

Personal Capital 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
2022
Q4 		$604K Buy
10,609
+703
+7% +$38.8K ﹤0.01% 277
2022
Q3 		$493K Buy
9,906
+4,932
+99% +$254K ﹤0.01% 288
2022
Q2 		$260K Sell
4,974
-79
-2% -$4.44K ﹤0.01% 376
2022
Q1 		$278K Buy
+5,053
New +$268K ﹤0.01% 402

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Personal Capital Advisors's SHEL Position: Q4 2022 in Review

Personal Capital Advisors increased its Shell (SHEL) stake by 7.1% in Q4 2022, buying an estimated $38.8K and bringing the position to 10,609 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Personal Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 4 quarters since. 1,182 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Personal Capital Advisors held 10,609 shares of Shell worth $604K as of Q4 2022.
  • Personal Capital Advisors bought 703 Shell shares in Q4 2022, an estimated $38.8K.
  • Shell made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #277 holding.
  • Personal Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 4 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.