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Alessandra Capital Management’s Shell SHEL Stock Holding History

Alessandra Capital Management’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 		$453K Hold
5,844
– – 0.32% 74
2026
Q1 		$543K Sell
5,844
-78
-1% -$6.3K 0.46% 60
2025
Q4 		$435K Buy
+5,922
New +$436K 0.39% 61

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Alessandra Capital Management's SHEL Position: Q2 2026 in Review

Alessandra Capital Management held its Shell (SHEL) position steady in Q2 2026 at 5,844 shares worth $453K. The position accounts for 0.32% of the portfolio, ranked #74.

Alessandra Capital Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $543K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Alessandra Capital Management held 5,844 shares of Shell worth $453K as of Q2 2026.
  • Alessandra Capital Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.32% of Alessandra Capital Management's portfolio in Q2 2026, its #74 holding.
  • Alessandra Capital Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Alessandra Capital Management's Shell position peaked at $543K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.