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Legacy Capital Group California’s Shell SHEL Stock Holding History

Legacy Capital Group California’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
2025
Q3 		– Sell
-4,273
Closed -$301K – 355
2025
Q2 		$301K Buy
4,273
+380
+10% +$25.5K 0.08% 260
2025
Q1 		$285K Sell
3,893
-57
-1% -$3.84K 0.1% 237
2024
Q4 		$247K Sell
3,950
-3
-0.1% -$197 0.08% 276
2024
Q3 		$261K Buy
+3,953
New +$280K 0.09% 257
2024
Q1 		– Sell
-3,590
Closed -$236K – 318
2023
Q4 		$236K Buy
+3,590
New +$236K 0.09% 252
2023
Q2 		– Sell
-5,740
Closed -$330K – 292
2023
Q1 		$330K Buy
+5,740
New +$338K 0.16% 179

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Capital Group California's SHEL Position: Q3 2025 in Review

Legacy Capital Group California sold out of Shell (SHEL) in Q3 2025, closing a stake of 4,273 shares — an estimated $301K sold.

Legacy Capital Group California first reported a position in SHEL in Q1 2023 and held it in 6 quarters. The position peaked at $330K in Q1 2023. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Legacy Capital Group California reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 4,273 Shell shares in Q3 2025, an estimated $301K.
  • Legacy Capital Group California first reported a position in Shell in Q1 2023 and held it in 6 quarters.
  • Legacy Capital Group California's Shell position peaked at $330K in Q1 2023.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.