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Retirement Guys Formula’s Shell SHEL Stock Holding History

Retirement Guys Formula’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
2024
Q1 		– Sell
-6,955
Closed -$427K – 146
2023
Q4 		$427K Sell
6,955
-1,033
-13% -$67.8K 0.23% 107
2023
Q3 		$469K Sell
7,988
-10,117
-56% -$630K 0.33% 87
2023
Q2 		$1.04M Buy
18,105
+3,300
+22% +$198K 0.6% 41
2023
Q1 		$837K Buy
14,805
+5,829
+65% +$343K 0.6% 40
2022
Q4 		$497K Buy
8,976
+4,786
+114% +$264K 0.41% 76
2022
Q3 		$230K Buy
+4,190
New +$216K 0.24% 107

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Retirement Guys Formula's SHEL Position: Q1 2024 in Review

Retirement Guys Formula sold out of Shell (SHEL) in Q1 2024, closing a stake of 6,955 shares — an estimated $427K sold.

Retirement Guys Formula first reported a position in SHEL in Q3 2022 and held it in 6 quarters. The position peaked at $1.04M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Retirement Guys Formula reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 6,955 Shell shares in Q1 2024, an estimated $427K.
  • Retirement Guys Formula first reported a position in Shell in Q3 2022 and held it in 6 quarters.
  • Retirement Guys Formula's Shell position peaked at $1.04M in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.