Sheaff Brock Investment Advisors’s Shell SHEL Stock Holding History

Sheaff Brock 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	$305K	Hold	4,157	–	–	0.03%	328
2024 Q4	$260K	Sell	4,157 -65	-2%	-$4.26K	0.02%	358
2024 Q3	$278K	Hold	4,222	–	–	0.02%	340
2024 Q2	$305K	Sell	4,222 -1,582	-27%	-$113K	0.03%	323
2024 Q1	$389K	Sell	5,804 -233	-4%	-$14.9K	0.02%	321
2023 Q4	$397K	Sell	6,037 -900	-13%	-$59.1K	0.03%	300
2023 Q3	$447K	Sell	6,937 -1,313	-16%	-$81.7K	0.04%	266
2023 Q2	$498K	Buy	8,250 +336	+4%	+$20.2K	0.04%	260
2023 Q1	$455K	Buy	7,914 +294	+4%	+$17.3K	0.04%	276
2022 Q4	$434K	Buy	7,620 +523	+7%	+$28.8K	0.04%	271
2022 Q3	$353K	Buy	7,097 +2,482	+54%	+$128K	0.04%	296
2022 Q2	$241K	Sell	4,615 -400	-8%	-$22.5K	0.02%	385
2022 Q1	$275K	Buy	+5,015	New	+$266K	0.02%	394

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Sheaff Brock Investment Advisors's SHEL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Shell (SHEL) position steady in Q1 2025 at 4,157 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #328.

Sheaff Brock Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $498K in Q2 2023. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Sheaff Brock Investment Advisors held 4,157 shares of Shell worth $305K as of Q1 2025.
Sheaff Brock Investment Advisors left its Shell share count unchanged in Q1 2025.
Shell made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #328 holding.
Sheaff Brock Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
Sheaff Brock Investment Advisors's Shell position peaked at $498K in Q2 2023.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.