SEC
SHEL icon

Seven Eight Capital’s Shell SHEL Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-32,914
Closed -$2.17M – 534
2024
Q3 		$2.17M Buy
32,914
+25,069
+320% +$1.78M 0.19% 164
2024
Q2 		$566K Sell
7,845
-29,936
-79% -$2.14M 0.06% 492
2024
Q1 		$2.53M Sell
37,781
-4,527
-11% -$290K 0.26% 111
2023
Q4 		$2.78M Buy
42,308
+6,477
+18% +$425K 0.32% 77
2023
Q3 		$2.31M Buy
+35,831
New +$2.23M 0.27% 94
2022
Q4 		– Sell
-9,438
Closed -$470K – 605
2022
Q3 		$470K Buy
+9,438
New +$486K 0.09% 291
2022
Q2 		– Sell
-22,633
Closed -$1.24M – 600
2022
Q1 		$1.24M Buy
+22,633
New +$1.2M 0.17% 183

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Seven Eight Capital's SHEL Position: Q4 2024 in Review

Seven Eight Capital sold out of Shell (SHEL) in Q4 2024, closing a stake of 32,914 shares — an estimated $2.17M sold.

Seven Eight Capital first reported a position in SHEL in Q1 2022 and held it in 7 quarters. The position peaked at $2.78M in Q4 2023. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Seven Eight Capital reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 32,914 Shell shares in Q4 2024, an estimated $2.17M.
  • Seven Eight Capital first reported a position in Shell in Q1 2022 and held it in 7 quarters.
  • Seven Eight Capital's Shell position peaked at $2.78M in Q4 2023.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.