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	$523K	Sell	7,305 -460	-6%	-$33.1K	0.21%	74
2025 Q2	$547K	Buy	7,765 +460	+6%	+$30.8K	0.21%	76
2025 Q1	$535K	Hold	7,305	–	–	0.21%	75
2024 Q4	$458K	Hold	7,305	–	–	0.16%	82
2024 Q3	$482K	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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

West Oak Capital's SHEL Position: Q3 2025 in Review

West Oak Capital reduced its Shell (SHEL) stake by 5.9% in Q3 2025, selling an estimated $33.1K and leaving 7,305 shares worth $523K. The position accounts for 0.21% of the portfolio, ranked #74.

West Oak Capital first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $547K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

West Oak Capital held 7,305 shares of Shell worth $523K as of Q3 2025.
West Oak Capital sold 460 Shell shares in Q3 2025, an estimated $33.1K.
Shell made up 0.21% of West Oak Capital's portfolio in Q3 2025, its #74 holding.
West Oak Capital first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
West Oak Capital's Shell position peaked at $547K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.