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Prudent Man Advisors’s Shell SHEL Stock Holding History

Prudent Man 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
Q3 		– Sell
-3,488
Closed -$246K – 177
2025
Q2 		$246K Buy
3,488
+89
+3% +$5.97K 0.08% 152
2025
Q1 		$249K Hold
3,399
– – 0.09% 140
2024
Q4 		$213K Hold
3,399
– – 0.08% 157
2024
Q3 		$224K Buy
3,399
+20
+0.6% +$1.42K 0.07% 156
2024
Q2 		$244K Sell
3,379
-285
-8% -$20.4K 0.09% 141
2024
Q1 		$246K Sell
3,664
-905
-20% -$58K 0.09% 145
2023
Q4 		$301K Sell
4,569
-859
-16% -$56.4K 0.11% 140
2023
Q3 		$349K Sell
5,428
-192
-3% -$12K 0.14% 132
2023
Q2 		$339K Hold
5,620
– – 0.13% 137
2023
Q1 		$323K Hold
5,620
– – 0.13% 137
2022
Q4 		$320K Buy
5,620
+1,590
+39% +$87.6K 0.13% 138
2022
Q3 		$201K Hold
4,030
– – 0.1% 158
2022
Q2 		$211K Sell
4,030
-505
-11% -$28.4K 0.1% 145
2022
Q1 		$249K Buy
+4,535
New +$241K 0.1% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return