WPWealth’s Shell SHEL Stock Holding History

WPWealth’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 Q4	–	Sell	-5,013	Closed	-$331K	–	96
2024 Q3	$331K	Buy	+5,013	New	+$355K	0.07%	69

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WPWealth's SHEL Position: Q4 2024 in Review

WPWealth sold out of Shell (SHEL) in Q4 2024, closing a stake of 5,013 shares — an estimated $331K sold.

WPWealth first reported a position in SHEL in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

WPWealth reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
WPWealth sold 5,013 Shell shares in Q4 2024, an estimated $331K.
WPWealth first reported a position in Shell in Q3 2024 and held it in 1 quarter.
WPWealth's Shell position peaked at $331K in Q3 2024.
1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on WPWealth's 13F filing for Q4 2024, filed 13 Feb 2025.