ZF
SHEL icon

Zega Financial’s Shell SHEL Stock Holding History

Zega Financial’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
Q3 		$201K Buy
3,050
+10
+0.3% +$708 0.03% 105
2024
Q2 		$219K Buy
+3,040
New +$217K 0.04% 106

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zega Financial's SHEL Position: Q3 2024 in Review

Zega Financial increased its Shell (SHEL) stake by 0.33% in Q3 2024, buying an estimated $708 and bringing the position to 3,050 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #105.

Zega Financial first reported a position in SHEL in Q2 2024 and has held it in 2 quarters since. The position peaked at $219K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Zega Financial held 3,050 shares of Shell worth $201K as of Q3 2024.
  • Zega Financial bought 10 Shell shares in Q3 2024, an estimated $708.
  • Shell made up 0.03% of Zega Financial's portfolio in Q3 2024, its #105 holding.
  • Zega Financial first reported a position in Shell in Q2 2024 and has held it in 2 quarters since.
  • Zega Financial's Shell position peaked at $219K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.