ZB
SHEL icon

Zions Bancorporation’s Shell SHEL Stock Holding History

Zions Bancorporation’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 		$10.3K Sell
165
-3,278
-95% -$215K ﹤0.01% 610
2024
Q3 		$227K Sell
3,443
-161
-4% -$11.4K 0.02% 315
2024
Q2 		$260K Sell
3,604
-216
-6% -$15.4K 0.02% 296
2024
Q1 		$256K Sell
3,820
-46
-1% -$2.95K 0.02% 305
2023
Q4 		$254K Sell
3,866
-4,308
-53% -$283K 0.02% 298
2023
Q3 		$526K Buy
8,174
+4,179
+105% +$260K 0.05% 239
2023
Q2 		$241K Buy
3,995
+73
+2% +$4.38K 0.02% 295
2023
Q1 		$226K Sell
3,922
-1,467
-27% -$86.3K 0.02% 299
2022
Q4 		$307K Buy
5,389
+1,338
+33% +$73.8K 0.02% 282
2022
Q3 		$202K Sell
4,051
-43
-1% -$2.22K 0.02% 303
2022
Q2 		$214K Sell
4,094
-3,127
-43% -$176K 0.02% 306
2022
Q1 		$397K Buy
+7,221
New +$383K 0.04% 266

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

Zions Bancorporation's SHEL Position: Q4 2024 in Review

Zions Bancorporation reduced its Shell (SHEL) stake by 95% in Q4 2024, selling an estimated $215K and leaving 165 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Zions Bancorporation first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $526K in Q3 2023. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Zions Bancorporation held 165 shares of Shell worth $10.3K as of Q4 2024.
  • Zions Bancorporation sold 3,278 Shell shares in Q4 2024, an estimated $215K.
  • Shell made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #610 holding.
  • Zions Bancorporation first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
  • Zions Bancorporation's Shell position peaked at $526K in Q3 2023.
  • 1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.