Retirement Planning Company of New England’s Shell SHEL Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-10,655	Closed	-$668K	–	238
2024 Q4	$668K	Buy	+10,655	New	+$698K	0.32%	90
2024 Q2	–	Sell	-10,844	Closed	-$727K	–	222
2024 Q1	$727K	Sell	10,844 -593	-5%	-$38K	0.4%	77
2023 Q4	$753K	Buy	11,437 +1,058	+10%	+$69.4K	0.34%	89
2023 Q3	$668K	Sell	10,379 -2,339	-18%	-$146K	0.37%	88
2023 Q2	$768K	Sell	12,718 -73	-0.6%	-$4.38K	0.44%	76
2023 Q1	$736K	Buy	12,791 +6	+0%	+$353	0.45%	74
2022 Q4	$728K	Sell	12,785 -148	-1%	-$8.16K	0.48%	73
2022 Q3	$643K	Buy	12,933 +259	+2%	+$13.3K	0.46%	72
2022 Q2	$662K	Buy	12,674 +151	+1%	+$8.48K	0.45%	74
2022 Q1	$687K	Buy	+12,523	New	+$665K	0.39%	79

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Retirement Planning Company of New England's SHEL Position: Q1 2025 in Review

Retirement Planning Company of New England sold out of Shell (SHEL) in Q1 2025, closing a stake of 10,655 shares — an estimated $668K sold.

Retirement Planning Company of New England first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $768K in Q2 2023. 1,415 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Retirement Planning Company of New England reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Retirement Planning Company of New England sold 10,655 Shell shares in Q1 2025, an estimated $668K.
Retirement Planning Company of New England first reported a position in Shell in Q1 2022 and held it in 10 quarters.
Retirement Planning Company of New England's Shell position peaked at $768K in Q2 2023.
1,415 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Retirement Planning Company of New England's 13F filing for Q1 2025, filed 2 May 2025.