Schechter Investment Advisors’s Shell SHEL Stock Holding History

Schechter Investment Advisors’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	$2.46M	Sell	33,585 -1,574	-4%	-$106K	0.2%	99
2024 Q4	$2.2M	Sell	35,159 -1,296	-4%	-$84.9K	0.17%	116
2024 Q3	$2.4M	Buy	36,455 +17	+0%	+$1.2K	0.18%	103
2024 Q2	$2.63M	Sell	36,438 -1,424	-4%	-$102K	0.2%	90
2024 Q1	$2.54M	Buy	37,862 +1,035	+3%	+$66.3K	0.19%	97
2023 Q4	$2.42M	Sell	36,827 -8,186	-18%	-$537K	0.21%	88
2023 Q3	$2.9M	Buy	45,013 +3,412	+8%	+$212K	0.28%	63
2023 Q2	$2.51M	Sell	41,601 -1,021	-2%	-$61.3K	0.23%	83
2023 Q1	$2.45M	Buy	42,622 +957	+2%	+$56.3K	0.23%	85
2022 Q4	$2.37M	Buy	41,665 +1,276	+3%	+$70.3K	0.22%	91
2022 Q3	$2.01M	Buy	40,389 +12,070	+43%	+$622K	0.2%	97
2022 Q2	$1.48M	Sell	28,319 -1,076	-4%	-$60.5K	0.14%	161
2022 Q1	$1.61M	Buy	+29,395	New	+$1.56M	0.15%	154

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $733B AUM 35.63% 1-Year Est. Return

Schechter Investment Advisors's SHEL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Shell (SHEL) stake by 4.5% in Q1 2025, selling an estimated $106K and leaving 33,585 shares worth $2.46M. The position accounts for 0.2% of the portfolio, ranked #99.

Schechter Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2023. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Schechter Investment Advisors held 33,585 shares of Shell worth $2.46M as of Q1 2025.
Schechter Investment Advisors sold 1,574 Shell shares in Q1 2025, an estimated $106K.
Shell made up 0.2% of Schechter Investment Advisors's portfolio in Q1 2025, its #99 holding.
Schechter Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
Schechter Investment Advisors's Shell position peaked at $2.9M in Q3 2023.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.