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Richard P. Slaughter Associates’s Shell SHEL Stock Holding History

Richard P. Slaughter Associates’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
-12,629
Closed -$925K – 129
2025
Q1 		$925K Sell
12,629
-42,275
-77% -$2.85M 0.22% 67
2024
Q4 		$3.44M Buy
54,904
+104
+0.2% +$6.82K 0.77% 28
2024
Q3 		$3.61M Buy
54,800
+392
+0.7% +$27.8K 0.84% 28
2024
Q2 		$3.93M Buy
54,408
+622
+1% +$44.5K 0.93% 24
2024
Q1 		$3.61M Sell
53,786
-1,379
-2% -$88.4K 0.86% 26
2023
Q4 		$3.63M Sell
55,165
-188
-0.3% -$12.3K 0.9% 23
2023
Q3 		$3.56M Sell
55,353
-3,293
-6% -$205K 0.95% 20
2023
Q2 		$3.54M Buy
58,646
+673
+1% +$40.4K 1.01% 18
2023
Q1 		$3.34M Sell
57,973
-6,585
-10% -$387K 1.09% 19
2022
Q4 		$3.68M Buy
64,558
+23,880
+59% +$1.32M 1.16% 19
2022
Q3 		$2.02M Sell
40,678
-13,087
-24% -$674K 0.85% 35
2022
Q2 		$2.81M Sell
53,765
-1,312
-2% -$73.7K 1.23% 17
2022
Q1 		$3.02M Buy
+55,077
New +$2.92M 1.11% 23

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Richard P. Slaughter Associates's SHEL Position: Q2 2025 in Review

Richard P. Slaughter Associates sold out of Shell (SHEL) in Q2 2025, closing a stake of 12,629 shares — an estimated $925K sold.

Richard P. Slaughter Associates first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $3.93M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Richard P. Slaughter Associates reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 12,629 Shell shares in Q2 2025, an estimated $925K.
  • Richard P. Slaughter Associates first reported a position in Shell in Q1 2022 and held it in 13 quarters.
  • Richard P. Slaughter Associates's Shell position peaked at $3.93M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2025, filed 8 Jul 2025.