SOA Wealth Advisors’s Shell SHEL Stock Holding History

SOA Wealth 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
2026 Q1	$45.5K	Hold	489	–	–	0.01%	385
2025 Q4	$35.9K	Hold	489	–	–	0.01%	415
2025 Q3	$35K	Sell	489 -348	-42%	-$25.1K	0.01%	430
2025 Q2	$58.9K	Hold	837	–	–	0.01%	340
2025 Q1	$61.3K	Hold	837	–	–	0.01%	312
2024 Q4	$52.4K	Buy	837 +22	+3%	+$1.44K	0.01%	326
2024 Q3	$53.8K	Hold	815	–	–	0.01%	313
2024 Q2	$58.8K	Hold	815	–	–	0.01%	291
2024 Q1	$54.6K	Buy	815 +1	+0.1%	+$64	0.01%	297
2023 Q4	$53.6K	Buy	814 +1	+0.1%	+$66	0.01%	289
2023 Q3	$52.3K	Buy	813 +1	+0.1%	+$62	0.01%	278
2023 Q2	$49K	Sell	812 -1	-0.1%	-$60	0.01%	293
2023 Q1	$46.8K	Buy	813 +1	+0.1%	+$59	0.01%	292
2022 Q4	$46.2K	Buy	812 +2	+0.2%	+$110	0.01%	292
2022 Q3	$40K	Buy	810 +1	+0.1%	+$52	0.01%	294
2022 Q2	$42K	Hold	809	–	–	0.01%	285
2022 Q1	$44K	Buy	+809	New	+$42.9K	0.01%	328

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return