Pineridge Advisors’s Shell SHEL Stock Holding History

Pineridge 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 Q1	–	Sell	-159	Closed	-$9.96K	–	649
2024 Q4	$9.96K	Buy	+159	New	+$10.4K	﹤0.01%	302

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pineridge Advisors's SHEL Position: Q1 2025 in Review

Pineridge Advisors sold out of Shell (SHEL) in Q1 2025, closing a stake of 159 shares — an estimated $9.96K sold.

Pineridge Advisors first reported a position in SHEL in Q4 2024 and held it in 1 quarter. The position peaked at $9.96K in Q4 2024. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Pineridge Advisors reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Pineridge Advisors sold 159 Shell shares in Q1 2025, an estimated $9.96K.
Pineridge Advisors first reported a position in Shell in Q4 2024 and held it in 1 quarter.
Pineridge Advisors's Shell position peaked at $9.96K in Q4 2024.
1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.