SW
SHEL icon

SkyOak Wealth’s Shell SHEL Stock Holding History

SkyOak Wealth’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 		– Sell
-3,250
Closed -$214K – 277
2024
Q3 		$214K Hold
3,250
– – 0.05% 215
2024
Q2 		$235K Hold
3,250
– – 0.05% 210
2024
Q1 		$218K Hold
3,250
– – 0.05% 223
2023
Q4 		$214K Hold
3,250
– – 0.06% 221
2023
Q3 		$209K Buy
+3,250
New +$202K 0.06% 214

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SkyOak Wealth's SHEL Position: Q4 2024 in Review

SkyOak Wealth sold out of Shell (SHEL) in Q4 2024, closing a stake of 3,250 shares — an estimated $214K sold.

SkyOak Wealth first reported a position in SHEL in Q3 2023 and held it in 5 quarters. The position peaked at $235K in Q2 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • SkyOak Wealth reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 3,250 Shell shares in Q4 2024, an estimated $214K.
  • SkyOak Wealth first reported a position in Shell in Q3 2023 and held it in 5 quarters.
  • SkyOak Wealth's Shell position peaked at $235K in Q2 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.