SHEL SHELL PLC SPON ADS

Ownership history in REIK & CO., LLC  ·  16 quarters on record

AI Ownership Summary

REIK & CO., LLC reported SHELL PLC SPON ADS (SHEL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2023 Q4. The latest visible filing shows SHEL at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REIK & CO., LLC's position in SHELL PLC SPON ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHEL was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How REIK & CO., LLC held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,602 -1,749 -6.6% 0.50% $1.8M 2026-02-14 (Est.) $78.04
2025 Q3 REDUCED 26,351 -60 -0.2% 0.48% $1.9M 2025-11-04 $72.37
2025 Q2 REDUCED 26,411 -17,590 -40.0% 0.46% $1.9M 2025-08-07 $69.35
2025 Q1 REDUCED 44,001 -1,065 -2.4% 0.75% $3.2M 2025-05-06 $62.59
2024 Q4 REDUCED 45,066 -2,379 -5.0% 0.68% $2.8M 2025-01-29 $61.62
2024 Q3 REDUCED 47,445 -1,608 -3.3% 0.74% $3.1M 2024-10-31 $63.58
2024 Q2 UNCHANGED 49,053 0% 0.92% $3.5M 2024-07-24 $66.37
2024 Q1 REDUCED 49,053 -6,763 -12.1% 0.82% $3.3M 2024-04-29 $67.54
2023 Q4 REDUCED 55,816 -2,070 -3.6% 1.03% $3.7M 2024-01-26 $57.71
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About REIK & CO., LLC and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has REIK & CO., LLC reported owning SHEL?

REIK & CO., LLC reported SHEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHEL position in REIK & CO., LLC's portfolio?

The largest reported portfolio weight for SHEL was 1.03% in 2023 Q4.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q4, when REIK & CO., LLC reported 24,602 shares, equal to 0.50% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SHEL ownership page compare?

The chart compares REIK & CO., LLC's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to REIK & CO., LLC Holdings