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WR Wealth Planners’s Shell SHEL Stock Holding History

WR Wealth Planners’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 		$41.4K Sell
660
-293
-31% -$19.2K 0.01% 338
2024
Q3 		$62.9K Sell
953
-19
-2% -$1.35K 0.02% 307
2024
Q2 		$70.2K Sell
972
-9
-0.9% -$643 0.02% 291
2024
Q1 		$65.8K Buy
+981
New +$62.9K 0.02% 301
2023
Q4 		– Sell
-109
Closed -$7.02K – 738
2023
Q3 		$7.02K Sell
109
-55
-34% -$3.42K ﹤0.01% 629
2023
Q2 		$9.9K Sell
164
-43
-21% -$2.58K ﹤0.01% 581
2023
Q1 		$11.9K Buy
+207
New +$12.2K 0.01% 512

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WR Wealth Planners's SHEL Position: Q4 2024 in Review

WR Wealth Planners reduced its Shell (SHEL) stake by 31% in Q4 2024, selling an estimated $19.2K and leaving 660 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #338.

WR Wealth Planners first reported a position in SHEL in Q1 2023 and has held it in 7 quarters since. The position peaked at $70.2K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • WR Wealth Planners held 660 shares of Shell worth $41.4K as of Q4 2024.
  • WR Wealth Planners sold 293 Shell shares in Q4 2024, an estimated $19.2K.
  • Shell made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #338 holding.
  • WR Wealth Planners first reported a position in Shell in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Shell position peaked at $70.2K in Q2 2024.
  • 1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.