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Raab & Moskowitz Asset Management’s Shell SHEL Stock Holding History

Raab & Moskowitz Asset Management’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 		$402K Hold
4,328
– – 0.09% 149
2025
Q4 		$318K Hold
4,328
– – 0.07% 165
2025
Q3 		$310K Sell
4,328
-434
-9% -$31.3K 0.07% 164
2025
Q2 		$335K Sell
4,762
-225
-5% -$15.1K 0.08% 158
2025
Q1 		$365K Sell
4,987
-838
-14% -$56.5K 0.09% 146
2024
Q4 		$365K Sell
5,825
-562
-9% -$36.8K 0.09% 141
2024
Q3 		$421K Sell
6,387
-298
-4% -$21.1K 0.11% 132
2024
Q2 		$483K Sell
6,685
-66
-1% -$4.72K 0.13% 119
2024
Q1 		$453K Sell
6,751
-14
-0.2% -$897 0.13% 121
2023
Q4 		$445K Sell
6,765
-1,440
-18% -$94.5K 0.14% 117
2023
Q3 		$528K Sell
8,205
-250
-3% -$15.6K 0.19% 103
2023
Q2 		$510K Sell
8,455
-711
-8% -$42.7K 0.17% 109
2023
Q1 		$527K Hold
9,166
– – 0.19% 102
2022
Q4 		$522K Buy
9,166
+1,133
+14% +$62.5K 0.2% 102
2022
Q3 		$399K Sell
8,033
-2,385
-23% -$123K 0.17% 112
2022
Q2 		$544K Buy
10,418
+1,459
+16% +$82K 0.21% 103
2022
Q1 		$492K Buy
+8,959
New +$476K 0.17% 112

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