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REAP Financial Group’s Shell SHEL Stock Holding History

REAP Financial Group’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
-132
Closed -$9.67K – 560
2025
Q1 		$9.67K Sell
132
-27
-17% -$1.82K ﹤0.01% 376
2024
Q4 		$9.98K Sell
159
-280
-64% -$18.4K ﹤0.01% 368
2024
Q3 		$29K Buy
439
+183
+71% +$13K 0.01% 234
2024
Q2 		$18.5K Sell
256
-120
-32% -$8.58K 0.01% 254
2024
Q1 		$25.2K Sell
376
-403
-52% -$25.8K 0.01% 251
2023
Q4 		$51.3K Buy
+779
New +$51.1K 0.01% 257

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