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TBH Global Asset Management’s Shell SHEL Stock Holding History

TBH Global 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
2024
Q4 		– Sell
-4,356
Closed -$287K – 231
2024
Q3 		$287K Hold
4,356
– – 0.06% 213
2024
Q2 		$314K Sell
4,356
-48
-1% -$3.43K 0.07% 198
2024
Q1 		$295K Sell
4,404
-191
-4% -$12.2K 0.06% 209
2023
Q4 		$302K Sell
4,595
-78
-2% -$5.12K 0.06% 203
2023
Q3 		$301K Sell
4,673
-299
-6% -$18.6K 0.06% 206
2023
Q2 		$300K Sell
4,972
-63
-1% -$3.78K 0.06% 199
2023
Q1 		$290K Buy
+5,035
New +$296K 0.06% 185

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TBH Global Asset Management's SHEL Position: Q4 2024 in Review

TBH Global Asset Management sold out of Shell (SHEL) in Q4 2024, closing a stake of 4,356 shares — an estimated $287K sold.

TBH Global Asset Management first reported a position in SHEL in Q1 2023 and held it in 7 quarters. The position peaked at $314K in Q2 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • TBH Global Asset Management reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • TBH Global Asset Management sold 4,356 Shell shares in Q4 2024, an estimated $287K.
  • TBH Global Asset Management first reported a position in Shell in Q1 2023 and held it in 7 quarters.
  • TBH Global Asset Management's Shell position peaked at $314K in Q2 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on TBH Global Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.