Sutton Wealth Advisors’s Shell SHEL Stock Holding History

Sutton 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
2023 Q3	$120K	Hold	1,862	–	–	0.06%	151
2023 Q2	$112K	Buy	1,862 +1,142	+159%	+$68.5K	0.05%	158
2023 Q1	$41.4K	Sell	720 -18	-2%	-$1.06K	0.02%	219
2022 Q4	$42K	Hold	738	–	–	0.02%	440
2022 Q3	$36.7K	Sell	738 -102	-12%	-$5.26K	0.02%	458
2022 Q2	$43.9K	Hold	840	–	–	0.02%	415
2022 Q1	$46.1K	Buy	+840	New	+$44.6K	0.02%	426

Other funds holding SHEL

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

BlackRock New York $5.72T AUM 30.48% 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

Sutton Wealth Advisors's SHEL Position: Q3 2023 in Review

Sutton Wealth Advisors held its Shell (SHEL) position steady in Q3 2023 at 1,862 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #151.

Sutton Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

Sutton Wealth Advisors held 1,862 shares of Shell worth $120K as of Q3 2023.
Sutton Wealth Advisors left its Shell share count unchanged in Q3 2023.
Shell made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #151 holding.
Sutton Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.