PAI
SHEL icon

Pittenger & Anderson Inc’s Shell SHEL Stock Holding History

Pittenger & Anderson Inc’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
2026
Q1 		$6.43M Hold
69,115
– – 0.26% 90
2025
Q4 		$5.08M Buy
69,115
+280
+0.4% +$20.6K 0.2% 108
2025
Q3 		$4.92M Hold
68,835
– – 0.18% 113
2025
Q2 		$4.85M Buy
68,835
+12,700
+23% +$851K 0.18% 112
2025
Q1 		$4.11M Hold
56,135
– – 0.15% 118
2024
Q4 		$3.52M Hold
56,135
– – 0.13% 128
2024
Q3 		$3.7M Buy
56,135
+7,240
+15% +$513K 0.14% 124
2024
Q2 		$3.53M Hold
48,895
– – 0.15% 120
2024
Q1 		$3.28M Buy
48,895
+4,070
+9% +$261K 0.13% 121
2023
Q4 		$2.95M Buy
44,825
+29,410
+191% +$1.93M 0.13% 127
2023
Q3 		$992K Buy
+15,415
New +$960K 0.05% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return