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Oliver Lagore Vanvalin Investment Group’s Shell SHEL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$17.3K Buy
+236
New +$15.8K 0.01% 366
2024
Q4 		$22.7K Buy
362
+20
+6% +$1.31K 0.01% 346
2024
Q3 		$22.6K Sell
342
-506
-60% -$35.8K 0.01% 335
2024
Q2 		$61.2K Buy
848
+607
+252% +$43.4K 0.02% 217
2024
Q1 		$16.2K Hold
241
– – ﹤0.01% 362
2023
Q4 		$15.9K Sell
241
-100
-29% -$6.56K 0.01% 349
2023
Q3 		$22K Buy
341
+102
+43% +$6.35K 0.01% 335
2023
Q2 		$14.4K Buy
239
+1
+0.4% +$60 0.01% 407
2023
Q1 		$13.7K Sell
238
-98
-29% -$5.76K 0.01% 343
2022
Q4 		$19.1K Buy
336
+200
+147% +$11K 0.01% 279
2022
Q3 		$7K Buy
+136
New +$7.01K ﹤0.01% 398

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SHEL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Shell (SHEL) in Q2 2025: 236 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SHEL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SHEL in Q3 2022 and has held it in 11 quarters since. The position peaked at $61.2K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 236 shares of Shell worth $17.3K as of Q2 2025.
  • Shell was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Shell made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #366 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Shell in Q3 2022 and has held it in 11 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Shell position peaked at $61.2K in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.