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Seaview Investment Managers’s Shell SHEL Stock Holding History

Seaview Investment Managers’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
Q3 		– Sell
-5,445
Closed -$383K – 124
2025
Q2 		$383K Sell
5,445
-173
-3% -$11.6K 0.08% 95
2025
Q1 		$412K Sell
5,618
-428
-7% -$28.8K 0.1% 82
2024
Q4 		$379K Buy
6,046
+23
+0.4% +$1.51K 0.1% 64
2024
Q3 		$397K Sell
6,023
-1,276
-17% -$90.4K 0.12% 51
2024
Q2 		$527K Sell
7,299
-120,190
-94% -$8.59M 0.16% 46
2024
Q1 		$8.55M Buy
127,489
+7,720
+6% +$495K 2.57% 18
2023
Q4 		$7.88M Sell
119,769
-5,910
-5% -$388K 2.52% 18
2023
Q3 		$8.09M Buy
125,679
+3,142
+3% +$196K 2.7% 7
2023
Q2 		$7.4M Buy
122,537
+5,687
+5% +$341K 2.4% 16
2023
Q1 		$6.72M Buy
116,850
+6,443
+6% +$379K 2.31% 20
2022
Q4 		$6.29M Buy
+110,407
New +$6.09M 2.51% 14

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return