VVP
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Venture Visionary Partners’s Shell SHEL Stock Holding History

Venture Visionary Partners’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 		$574K Sell
6,176
-502
-8% -$40.6K 0.02% 402
2025
Q4 		$491K Buy
6,678
+4
+0.1% +$295 0.02% 436
2025
Q3 		$477K Sell
6,674
-996
-13% -$71.7K 0.02% 430
2025
Q2 		$540K Buy
7,670
+4
+0.1% +$268 0.02% 388
2025
Q1 		$562K Buy
7,666
+987
+15% +$66.5K 0.02% 361
2024
Q4 		$418K Buy
6,679
+44
+0.7% +$2.88K 0.02% 401
2024
Q3 		$438K Sell
6,635
-500
-7% -$35.4K 0.02% 400
2024
Q2 		$515K Buy
7,135
+578
+9% +$41.3K 0.02% 367
2024
Q1 		$440K Sell
6,557
-595
-8% -$38.1K 0.02% 400
2023
Q4 		$471K Sell
7,152
-770
-10% -$50.5K 0.02% 360
2023
Q3 		$510K Buy
7,922
+1,729
+28% +$108K 0.03% 329
2023
Q2 		$374K Sell
6,193
-4,000
-39% -$240K 0.02% 390
2023
Q1 		$587K Hold
10,193
– – 0.04% 312
2022
Q4 		$580K Sell
10,193
-1,922
-16% -$106K 0.04% 297
2022
Q3 		$602K Buy
12,115
+500
+4% +$25.8K 0.05% 269
2022
Q2 		$607K Hold
11,615
– – 0.05% 261
2022
Q1 		$638K Buy
+11,615
New +$617K 0.04% 285

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