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Spectrum Wealth Counsel’s Shell SHEL Stock Holding History

Spectrum Wealth Counsel’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 		$16.3K Hold
222
– – ﹤0.01% 211
2024
Q4 		$13.9K Hold
222
– – ﹤0.01% 223
2024
Q3 		$14.6K Sell
222
-205
-48% -$14.5K ﹤0.01% 235
2024
Q2 		$30.8K Hold
427
– – ﹤0.01% 236
2024
Q1 		$28.6K Sell
427
-668
-61% -$42.8K ﹤0.01% 239
2023
Q4 		$72.1K Buy
+1,095
New +$71.9K 0.01% 176

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Spectrum Wealth Counsel's SHEL Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Shell (SHEL) position steady in Q1 2025 at 222 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Spectrum Wealth Counsel first reported a position in SHEL in Q4 2023 and has held it in 6 quarters since. The position peaked at $72.1K in Q4 2023. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Spectrum Wealth Counsel held 222 shares of Shell worth $16.3K as of Q1 2025.
  • Spectrum Wealth Counsel left its Shell share count unchanged in Q1 2025.
  • Shell made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #211 holding.
  • Spectrum Wealth Counsel first reported a position in Shell in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Shell position peaked at $72.1K in Q4 2023.
  • 1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.