Summit Financial Wealth Advisors’s Shell SHEL Stock Holding History

Summit Financial 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	$238K	Buy	+2,556	New	+$207K	0.03%	176
2023 Q4	–	Sell	-4,200	Closed	-$275K	–	131
2023 Q3	$275K	Sell	4,200 -1,950	-32%	-$121K	0.07%	102
2023 Q2	$371K	Hold	6,150	–	–	0.09%	92
2023 Q1	$354K	Sell	6,150 -300	-5%	-$17.6K	0.08%	98
2022 Q4	$367K	Sell	6,450 -100	-2%	-$5.51K	0.09%	96
2022 Q3	$367K	Sell	6,550 -852	-12%	-$43.9K	0.11%	83
2022 Q2	$372K	Buy	7,402 +2,057	+38%	+$116K	0.09%	94
2022 Q1	$294K	Buy	+5,345	New	+$284K	0.06%	104

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