WESPAC Advisors’s Shell SHEL Stock Holding History

WESPAC 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
2025 Q1	–	Sell	-13,919	Closed	-$872K	–	198
2024 Q4	$872K	Buy	13,919 +3,636	+35%	+$238K	0.64%	50
2024 Q3	$678K	Buy	10,283 +1,466	+17%	+$104K	0.5%	71
2024 Q2	$636K	Sell	8,817 -3,240	-27%	-$232K	0.5%	73
2024 Q1	$808K	Buy	12,057 +1,452	+14%	+$93K	0.47%	80
2023 Q4	$698K	Sell	10,605 -196	-2%	-$12.9K	0.48%	70
2023 Q3	$695K	Buy	+10,801	New	+$672K	0.52%	67

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WESPAC Advisors's SHEL Position: Q1 2025 in Review

WESPAC Advisors sold out of Shell (SHEL) in Q1 2025, closing a stake of 13,919 shares — an estimated $872K sold.

WESPAC Advisors first reported a position in SHEL in Q3 2023 and held it in 6 quarters. The position peaked at $872K in Q4 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

WESPAC Advisors reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors sold 13,919 Shell shares in Q1 2025, an estimated $872K.
WESPAC Advisors first reported a position in Shell in Q3 2023 and held it in 6 quarters.
WESPAC Advisors's Shell position peaked at $872K in Q4 2024.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.