WTFG
SHEL icon

Wood Tarver Financial Group’s Shell SHEL Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-76
Closed -$5K – 550
2025
Q2 		$5K Buy
76
+1
+1% +$67 ﹤0.01% 468
2025
Q1 		$5.53K Hold
75
– – ﹤0.01% 457
2024
Q4 		$4K Buy
+75
New +$4.92K ﹤0.01% 469

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wood Tarver Financial Group's SHEL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Shell (SHEL) in Q3 2025, closing a stake of 76 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in SHEL in Q4 2024 and held it in 3 quarters. The position peaked at $5.53K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 76 Shell shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in Shell in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Shell position peaked at $5.53K in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.