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Asio Capital’s Shell SHEL Stock Holding History

Asio Capital’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
Q1 		– Sell
-39,002
Closed -$2.87M – 121
2025
Q4 		$2.87M Sell
39,002
-666
-2% -$49.1K 0.4% 71
2025
Q3 		$2.84M Buy
39,668
+1,145
+3% +$82.4K 0.42% 72
2025
Q2 		$2.71M Buy
38,523
+2,108
+6% +$141K 0.45% 71
2025
Q1 		$2.67M Sell
36,415
-12,801
-26% -$862K 0.52% 60
2024
Q4 		$3.08M Buy
49,216
+1,337
+3% +$87.6K 0.58% 58
2024
Q3 		$3.16M Buy
47,879
+1,435
+3% +$102K 0.6% 62
2024
Q2 		$3.35M Buy
46,444
+644
+1% +$46K 0.69% 52
2024
Q1 		$3.07M Sell
45,800
-9,335
-17% -$598K 0.65% 57
2023
Q4 		$3.63M Buy
55,135
+608
+1% +$39.9K 0.85% 51
2023
Q3 		$3.51M Buy
54,527
+210
+0.4% +$13.1K 0.93% 41
2023
Q2 		$3.28M Buy
54,317
+11,867
+28% +$712K 0.8% 48
2023
Q1 		$2.44M Buy
+42,450
New +$2.5M 0.63% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Asio Capital's SHEL Position: Q1 2026 in Review

Asio Capital sold out of Shell (SHEL) in Q1 2026, closing a stake of 39,002 shares — an estimated $2.87M sold.

Asio Capital first reported a position in SHEL in Q1 2023 and held it in 12 quarters. The position peaked at $3.63M in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Asio Capital reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Asio Capital sold 39,002 Shell shares in Q1 2026, an estimated $2.87M.
  • Asio Capital first reported a position in Shell in Q1 2023 and held it in 12 quarters.
  • Asio Capital's Shell position peaked at $3.63M in Q4 2023.
  • 1,594 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Asio Capital's 13F filing for Q1 2026, filed 15 Apr 2026.