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SHEL icon

BOK Financial’s Shell SHEL Stock Holding History

BOK 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 		– Sell
-52,677
Closed -$3.8M – 1488
2024
Q2 		$3.8M Buy
52,677
+4,268
+9% +$305K 0.07% 240
2024
Q1 		$3.29M Sell
48,409
-10,396
-18% -$666K 0.06% 277
2023
Q4 		$3.87M Sell
58,805
-30,699
-34% -$2.01M 0.08% 237
2023
Q3 		$5.83M Buy
89,504
+22,477
+34% +$1.4M 0.13% 158
2023
Q2 		$4.05M Sell
67,027
-39,305
-37% -$2.36M 0.08% 220
2023
Q1 		$6.12M Sell
106,332
-1,013
-0.9% -$59.6K 0.13% 169
2022
Q4 		$6.11M Buy
107,345
+58,584
+120% +$3.23M 0.11% 178
2022
Q3 		$2.43M Buy
48,761
+3,866
+9% +$199K 0.05% 321
2022
Q2 		$2.35M Sell
44,895
-2,810
-6% -$158K 0.05% 330
2022
Q1 		$2.62M Buy
+47,705
New +$2.53M 0.04% 344

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOK Financial's SHEL Position: Q3 2024 in Review

BOK Financial sold out of Shell (SHEL) in Q3 2024, closing a stake of 52,677 shares — an estimated $3.8M sold.

BOK Financial first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $6.12M in Q1 2023. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • BOK Financial reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 52,677 Shell shares in Q3 2024, an estimated $3.8M.
  • BOK Financial first reported a position in Shell in Q1 2022 and held it in 10 quarters.
  • BOK Financial's Shell position peaked at $6.12M in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

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