PSI Advisors’s Shell SHEL Stock Holding History

PSI 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 Q2	–	Sell	-102	Closed	-$7.47K	–	581
2025 Q1	$7.47K	Hold	102	–	–	﹤0.01%	482
2024 Q4	$6.39K	Hold	102	–	–	﹤0.01%	590
2024 Q3	$6.73K	Hold	102	–	–	﹤0.01%	606
2024 Q2	$7.36K	Hold	102	–	–	﹤0.01%	569
2024 Q1	$6.84K	Hold	102	–	–	﹤0.01%	543
2023 Q4	$6.71K	Hold	102	–	–	﹤0.01%	570
2023 Q3	$6.57K	Hold	102	–	–	﹤0.01%	554
2023 Q2	$6.16K	Hold	102	–	–	﹤0.01%	560
2023 Q1	$5.87K	Hold	102	–	–	﹤0.01%	510
2022 Q4	$5.81K	Hold	102	–	–	﹤0.01%	497
2022 Q3	$5K	Hold	102	–	–	﹤0.01%	531
2022 Q2	$5K	Buy	+102	New	+$5.73K	﹤0.01%	575

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PSI Advisors's SHEL Position: Q2 2025 in Review

PSI Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 102 shares — an estimated $7.47K sold.

PSI Advisors first reported a position in SHEL in Q2 2022 and held it in 12 quarters. The position peaked at $7.47K in Q1 2025. 1,396 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

PSI Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 102 Shell shares in Q2 2025, an estimated $7.47K.
PSI Advisors first reported a position in Shell in Q2 2022 and held it in 12 quarters.
PSI Advisors's Shell position peaked at $7.47K in Q1 2025.
1,396 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.