RIM
SHEL icon

Rockbridge Investment Management’s Shell SHEL Stock Holding History

Rockbridge Investment Management’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
-37
Closed -$2.44K – 522
2023
Q4 		$2.44K Buy
+37
New +$2.43K ﹤0.01% 542
2022
Q3 		– Sell
-62
Closed -$3.24K – 502
2022
Q2 		$3.24K Hold
62
– – ﹤0.01% 502
2022
Q1 		$3.46K Buy
+62
New +$3.29K ﹤0.01% 661

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
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

Rockbridge Investment Management's SHEL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 37 shares — an estimated $2.44K sold.

Rockbridge Investment Management first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $3.46K in Q1 2022. 1,346 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 37 Shell shares in Q1 2024, an estimated $2.44K.
  • Rockbridge Investment Management first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Rockbridge Investment Management's Shell position peaked at $3.46K in Q1 2022.
  • 1,346 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.