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Strategic Planning Group’s Shell SHEL Stock Holding History

Strategic Planning Group’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
Q2 		– Sell
-9,232
Closed -$619K – 104
2024
Q1 		$619K Buy
9,232
+1,462
+19% +$93.7K 0.15% 105
2023
Q4 		$511K Buy
+7,770
New +$510K 0.17% 103

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Strategic Planning Group's SHEL Position: Q2 2024 in Review

Strategic Planning Group sold out of Shell (SHEL) in Q2 2024, closing a stake of 9,232 shares — an estimated $619K sold.

Strategic Planning Group first reported a position in SHEL in Q4 2023 and held it in 2 quarters. The position peaked at $619K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Strategic Planning Group reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 9,232 Shell shares in Q2 2024, an estimated $619K.
  • Strategic Planning Group first reported a position in Shell in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Shell position peaked at $619K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.