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Shell Asset Management’s Stepan Co SCL Stock Holding History

Shell Asset Management’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$37K Sell
775
-1,072
-58% -$55.6K ﹤0.01% 950
2025
Q2 		$101K Sell
1,847
-569
-24% -$30K ﹤0.01% 1006
2025
Q1 		$133K Sell
2,416
-105
-4% -$6.41K 0.01% 937
2024
Q4 		$163K Sell
2,521
-9
-0.4% -$667 0.01% 904
2024
Q3 		$195K Buy
+2,530
New +$201K 0.01% 843
2024
Q1 		$225K Sell
2,674
-268
-9% -$24K 0.01% 774
2023
Q4 		$278K Sell
2,942
-872
-23% -$69.6K 0.01% 739
2023
Q3 		$286K Sell
3,814
-60
-2% -$5.25K 0.01% 778
2023
Q2 		$370K Sell
3,874
-22
-0.6% -$2.09K 0.01% 705
2023
Q1 		$401K Sell
3,896
-14
-0.4% -$1.47K 0.02% 664
2022
Q4 		$416K Sell
3,910
-783
-17% -$82.1K 0.02% 626
2022
Q3 		$440K Sell
4,693
-1,234
-21% -$128K 0.02% 629
2022
Q2 		$601K Buy
5,927
+10
+0.2% +$1.03K 0.02% 617
2022
Q1 		$585K Sell
5,917
-874
-13% -$94.5K 0.01% 728
2021
Q4 		$844K Buy
6,791
+38
+0.6% +$4.58K 0.02% 646
2021
Q3 		$763K Sell
6,753
-290
-4% -$33.7K 0.02% 642
2021
Q2 		$847K Buy
7,043
+390
+6% +$51.1K 0.02% 647
2021
Q1 		$846K Sell
6,653
-40
-0.6% -$4.96K 0.02% 605
2020
Q4 		$799K Hold
6,693
– – 0.02% 582
2020
Q3 		$730K Hold
6,693
– – 0.02% 541
2020
Q2 		$650K Sell
6,693
-2,982
-31% -$280K 0.02% 556
2020
Q1 		$856K Sell
9,675
-148
-2% -$14.1K 0.02% 471
2019
Q4 		$1.01M Sell
9,823
-270
-3% -$26.3K 0.02% 552
2019
Q3 		$980K Sell
10,093
-87
-0.9% -$8.26K 0.02% 540
2019
Q2 		$936K Sell
10,180
-233
-2% -$20.8K 0.02% 589
2019
Q1 		$911K Hold
10,413
– – 0.02% 618
2018
Q4 		$771K Sell
10,413
-900
-8% -$73.2K 0.02% 629
2018
Q3 		$984K Hold
11,313
– – 0.02% 671
2018
Q2 		$883K Buy
11,313
+9,395
+490% +$717K 0.02% 736
2018
Q1 		$160K Buy
+1,918
New +$152K ﹤0.01% 1063

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shell Asset Management's SCL Position: Q3 2025 in Review

Shell Asset Management reduced its Stepan Co (SCL) stake by 58% in Q3 2025, selling an estimated $55.6K and leaving 775 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Shell Asset Management first reported a position in SCL in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.01M in Q4 2019. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

  • Shell Asset Management held 775 shares of Stepan Co worth $37K as of Q3 2025.
  • Shell Asset Management sold 1,072 Stepan Co shares in Q3 2025, an estimated $55.6K.
  • Stepan Co made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #950 holding.
  • Shell Asset Management first reported a position in Stepan Co in Q1 2018 and has held it in 30 quarters since.
  • Shell Asset Management's Stepan Co position peaked at $1.01M in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.