WAG
SHEL icon

Wiser Advisor Group’s Shell SHEL Stock Holding History

Wiser Advisor Group’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 		$36.7K Buy
395
+4
+1% +$323 0.04% 102
2025
Q4 		$28.8K Buy
391
+3
+0.8% +$221 0.03% 116
2025
Q3 		$27.7K Buy
+388
New +$27.9K 0.03% 118
2025
Q2 		– Sell
-350
Closed -$25.6K – 217
2025
Q1 		$25.6K Sell
350
-21
-6% -$1.42K 0.04% 132
2024
Q4 		$23.3K Buy
371
+3
+0.8% +$197 0.03% 138
2024
Q3 		$24.2K Buy
368
+3
+0.8% +$212 0.04% 139
2024
Q2 		$26.3K Buy
365
+5
+1% +$357 0.04% 129
2024
Q1 		$24.2K Sell
360
-2
-0.6% -$128 0.04% 134
2023
Q4 		$23.8K Buy
+362
New +$23.8K 0.04% 136

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