WC
SHEL icon

Woodstock Corp’s Shell SHEL Stock Holding History

Woodstock Corp’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
2026
Q2 		$11.4M Sell
146,785
-5,948
-4% -$513K 0.95% 35
2026
Q1 		$14.2M Buy
152,733
+7,050
+5% +$570K 1.26% 22
2025
Q4 		$10.7M Buy
145,683
+381
+0.3% +$28.1K 0.92% 36
2025
Q3 		$10.4M Buy
145,302
+1,836
+1% +$132K 0.9% 33
2025
Q2 		$10.1M Sell
143,466
-276
-0.2% -$18.5K 0.93% 34
2025
Q1 		$10.5M Buy
143,742
+1,691
+1% +$114K 1.04% 33
2024
Q4 		$8.9M Buy
142,051
+968
+0.7% +$63.4K 0.86% 37
2024
Q3 		$9.3M Buy
141,083
+1,631
+1% +$116K 0.9% 35
2024
Q2 		$10.1M Buy
139,452
+3,868
+3% +$276K 1.02% 30
2024
Q1 		$9.09M Buy
135,584
+2,603
+2% +$167K 0.94% 33
2023
Q4 		$8.75M Buy
132,981
+2,941
+2% +$193K 1.01% 32
2023
Q3 		$8.37M Sell
130,040
-79
-0.1% -$4.92K 1.05% 32
2023
Q2 		$7.86M Buy
130,119
+9,220
+8% +$553K 0.93% 37
2023
Q1 		$6.96M Buy
120,899
+2,788
+2% +$164K 0.89% 40
2022
Q4 		$6.73M Buy
118,111
+6,380
+6% +$352K 0.89% 42
2022
Q3 		$5.56M Buy
111,731
+3,276
+3% +$169K 0.83% 43
2022
Q2 		$5.67M Buy
108,455
+245
+0.2% +$13.8K 0.79% 49
2022
Q1 		$5.94M Buy
+108,210
New +$5.74M 0.7% 50

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return