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Transform Wealth’s Shell SHEL Stock Holding History

Transform Wealth’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 		$495K Buy
6,750
+16
+0.2% +$1.08K 0.03% 177
2024
Q4 		$422K Buy
6,734
+678
+11% +$44.4K 0.02% 198
2024
Q3 		$399K Sell
6,056
-45
-0.7% -$3.19K 0.03% 165
2024
Q2 		$440K Sell
6,101
-308
-5% -$22K 0.03% 152
2024
Q1 		$430K Sell
6,409
-575
-8% -$36.8K 0.04% 160
2023
Q4 		$460K Buy
6,984
+239
+4% +$15.7K 0.04% 172
2023
Q3 		$434K Sell
6,745
-959
-12% -$59.7K 0.05% 176
2023
Q2 		$465K Buy
7,704
+715
+10% +$42.9K 0.04% 180
2023
Q1 		$402K Sell
6,989
-273
-4% -$16.1K 0.04% 189
2022
Q4 		$414K Sell
7,262
-56
-0.8% -$3.09K 0.05% 156
2022
Q3 		$364K Sell
7,318
-1,234
-14% -$63.6K 0.05% 143
2022
Q2 		$447K Sell
8,552
-610
-7% -$34.3K 0.07% 137
2022
Q1 		$503K Buy
+9,162
New +$486K 0.06% 154

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transform Wealth's SHEL Position: Q1 2025 in Review

Transform Wealth increased its Shell (SHEL) stake by 0.24% in Q1 2025, buying an estimated $1.08K and bringing the position to 6,750 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #177.

Transform Wealth first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $503K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Transform Wealth held 6,750 shares of Shell worth $495K as of Q1 2025.
  • Transform Wealth bought 16 Shell shares in Q1 2025, an estimated $1.08K.
  • Shell made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #177 holding.
  • Transform Wealth first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • Transform Wealth's Shell position peaked at $503K in Q1 2022.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.