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Richard W. Paul & Associates’s Shell SHEL Stock Holding History

Richard W. Paul & 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
2024
Q2 		– Sell
-22
Closed -$1.48K – 525
2024
Q1 		$1.48K Hold
22
– – ﹤0.01% 449
2023
Q4 		$1.45K Hold
22
– – ﹤0.01% 430
2023
Q3 		$1.42K Hold
22
– – ﹤0.01% 425
2023
Q2 		$1.33K Hold
22
– – ﹤0.01% 455
2023
Q1 		$1.27K Sell
22
-206
-90% -$12.1K ﹤0.01% 467
2022
Q4 		$13K Buy
+228
New +$12.6K 0.01% 297

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Richard W. Paul & Associates's SHEL Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Shell (SHEL) in Q2 2024, closing a stake of 22 shares — an estimated $1.48K sold.

Richard W. Paul & Associates first reported a position in SHEL in Q4 2022 and held it in 6 quarters. The position peaked at $13K in Q4 2022. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 22 Shell shares in Q2 2024, an estimated $1.48K.
  • Richard W. Paul & Associates first reported a position in Shell in Q4 2022 and held it in 6 quarters.
  • Richard W. Paul & Associates's Shell position peaked at $13K in Q4 2022.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.