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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

SHEL holding history

Shell plc in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of SHEL by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,250−100.0%Sold outHolders
Q3 20243,250$214.3K<0.1%00.0%UnchangedHolders
Q2 20243,250$234.6K0.1%00.0%UnchangedHolders
Q1 20243,250$217.9K0.1%00.0%UnchangedHolders
Q4 20233,250$213.8K0.1%00.0%UnchangedHolders
Q3 20233,250$209.2K0.1%+3,250NewHolders