SCP
SHEL icon

Syntal Capital Partners’s Shell SHEL Stock Holding History

Syntal Capital Partners’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
Q4 		– Sell
-6,826
Closed -$440K – 83
2023
Q3 		$440K Sell
6,826
-420
-6% -$26.1K 0.34% 84
2023
Q2 		$438K Buy
7,246
+1,436
+25% +$86.2K 0.18% 89
2023
Q1 		$334K Buy
5,810
+58
+1% +$3.41K 0.12% 97
2022
Q4 		$328K Buy
5,752
+51
+0.9% +$2.81K 0.13% 84
2022
Q3 		$283K Buy
5,701
+53
+0.9% +$2.73K 0.12% 81
2022
Q2 		$295K Buy
5,648
+1,158
+26% +$65.1K 0.13% 82
2022
Q1 		$246K Buy
+4,490
New +$238K 0.1% 87

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Syntal Capital Partners's SHEL Position: Q4 2023 in Review

Syntal Capital Partners sold out of Shell (SHEL) in Q4 2023, closing a stake of 6,826 shares — an estimated $440K sold.

Syntal Capital Partners first reported a position in SHEL in Q1 2022 and held it in 7 quarters. The position peaked at $440K in Q3 2023. 1,313 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • Syntal Capital Partners reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 6,826 Shell shares in Q4 2023, an estimated $440K.
  • Syntal Capital Partners first reported a position in Shell in Q1 2022 and held it in 7 quarters.
  • Syntal Capital Partners's Shell position peaked at $440K in Q3 2023.
  • 1,313 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.