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Synergy Asset Management’s Shell SHEL Stock Holding History

Synergy Asset Management’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 		– Sell
-148
Closed -$9.76K – 711
2024
Q4 		$9.76K Buy
+148
New +$9.7K ﹤0.01% 475

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Synergy Asset Management's SHEL Position: Q1 2025 in Review

Synergy Asset Management sold out of Shell (SHEL) in Q1 2025, closing a stake of 148 shares — an estimated $9.76K sold.

Synergy Asset Management first reported a position in SHEL in Q4 2024 and held it in 1 quarter. The position peaked at $9.76K in Q4 2024. 1,418 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Synergy Asset Management reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 148 Shell shares in Q1 2025, an estimated $9.76K.
  • Synergy Asset Management first reported a position in Shell in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Shell position peaked at $9.76K in Q4 2024.
  • 1,418 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.