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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return