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SHEL icon

TruWealth Advisors’s Shell SHEL Stock Holding History

TruWealth 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
2026
Q1 		$30M Buy
322,819
+243
+0.1% +$19.6K 1.44% 23
2025
Q4 		$23.7M Sell
322,576
-2,701
-0.8% -$199K 1.16% 30
2025
Q3 		$23.3M Sell
325,277
-7,267
-2% -$523K 1.18% 27
2025
Q2 		$23.4M Buy
332,544
+8,429
+3% +$565K 1.29% 27
2025
Q1 		$23.8M Buy
324,115
+1,511
+0.5% +$102K 1.43% 22
2024
Q4 		$20.2M Sell
322,604
-98,221
-23% -$6.44M 1.22% 26
2024
Q3 		$27.8M Sell
420,825
-5,674
-1% -$402K 1.7% 19
2024
Q2 		$30.8M Buy
426,499
+3,622
+0.9% +$259K 2.05% 15
2024
Q1 		$28.3M Buy
422,877
+7,132
+2% +$457K 1.98% 17
2023
Q4 		$27.4M Sell
415,745
-34,158
-8% -$2.24M 2.09% 17
2023
Q3 		$29M Sell
449,903
-14,118
-3% -$879K 2.49% 9
2023
Q2 		$28M Sell
464,021
-2,576
-0.6% -$155K 2.41% 10
2023
Q1 		$26.8M Buy
466,597
+6,247
+1% +$368K 2.46% 9
2022
Q4 		$26.2M Buy
460,350
+6,242
+1% +$344K 2.56% 7
2022
Q3 		$22.6M Buy
454,108
+6,014
+1% +$310K 2.39% 8
2022
Q2 		$23.4M Sell
448,094
-36,849
-8% -$2.07M 2.51% 8
2022
Q1 		$26.6M Buy
+484,943
New +$25.7M 2.77% 9

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return