West Oak Capital’s Shell SHEL Stock Holding History

West Oak Capital’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	$5.22K	Sell	7,305 -460	-6%	-$33.1K	0.21%	74
2025 Q2	$5.47K	Buy	7,765 +460	+6%	+$30.8K	0.21%	76
2025 Q1	$5.35K	Hold	7,305	–	–	0.21%	75
2024 Q4	$4.58M	Hold	7,305	–	–	0.16%	82
2024 Q3	$4.82K	Hold	7,305	–	–	0.09%	80
2024 Q2	$527K	Hold	7,305	–	–	0.21%	75
2024 Q1	$490K	Hold	7,305	–	–	0.21%	78
2023 Q4	$466K	Hold	7,305	–	–	0.22%	80
2023 Q3	$470K	Hold	7,305	–	–	0.23%	77
2023 Q2	$441K	Hold	7,305	–	–	0.21%	83
2023 Q1	$420K	Hold	7,305	–	–	0.21%	84
2022 Q4	$416K	Hold	7,305	–	–	0.22%	82
2022 Q3	$363K	Hold	7,305	–	–	0.2%	84
2022 Q2	$382K	Sell	7,305 -500	-6%	-$28.1K	0.2%	89
2022 Q1	$429K	Buy	+7,805	New	+$414K	0.19%	91

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 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 New York $5.7T 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