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Valley Wealth Managers’s Shell SHEL Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-503
Closed -$36.9K – 371
2025
Q1 		$36.9K Hold
503
– – ﹤0.01% 219
2024
Q4 		$31.5K Hold
503
– – ﹤0.01% 237
2024
Q3 		$33.2K Buy
+503
New +$35.6K ﹤0.01% 235
2024
Q2 		– Hold
0
– – – 376
2024
Q1 		– Hold
0
– – – 318
2023
Q4 		– Hold
0
– – – 336
2023
Q3 		– Hold
0
– – – 364
2023
Q2 		– Hold
0
– – – 337
2023
Q1 		– Hold
0
– – – 357
2022
Q4 		– Hold
0
– – – 361

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return