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Tyler-Stone Wealth Management’s Shell SHEL Stock Holding History

Tyler-Stone Wealth 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
Q3 		– Sell
-397
Closed -$28.7K – 829
2024
Q2 		$28.7K Buy
397
+3
+0.8% +$214 0.01% 458
2024
Q1 		$26.4K Buy
394
+3
+0.8% +$192 0.01% 473
2023
Q4 		$25.8K Buy
391
+2
+0.5% +$131 0.01% 464
2023
Q3 		$25K Buy
389
+3
+0.8% +$187 0.01% 450
2023
Q2 		$23K Buy
+386
New +$23.2K 0.01% 462
2022
Q4 		$22K Buy
380
+2
+0.5% +$110 0.02% 435
2022
Q3 		$19K Buy
378
+2
+0.5% +$103 0.01% 445
2022
Q2 		$20K Buy
+376
New +$21.1K 0.01% 447

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tyler-Stone Wealth Management's SHEL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Shell (SHEL) in Q3 2024, closing a stake of 397 shares — an estimated $28.7K sold.

Tyler-Stone Wealth Management first reported a position in SHEL in Q2 2022 and held it in 8 quarters. The position peaked at $28.7K in Q2 2024. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 397 Shell shares in Q3 2024, an estimated $28.7K.
  • Tyler-Stone Wealth Management first reported a position in Shell in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's Shell position peaked at $28.7K in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.