BCP
SHEL icon

Berkeley Capital Partners’s Shell SHEL Stock Holding History

Berkeley Capital Partners’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 		$481K Sell
5,175
-257
-5% -$20.8K 0.11% 129
2025
Q4 		$399K Sell
5,432
-12
-0.2% -$884 0.09% 146
2025
Q3 		$389K Buy
5,444
+2
+0% +$144 0.09% 138
2025
Q2 		$383K Sell
5,442
-6
-0.1% -$402 0.1% 133
2025
Q1 		$399K Hold
5,448
– – 0.11% 125
2024
Q4 		$341K Sell
5,448
-596
-10% -$39.1K 0.09% 145
2024
Q3 		$399K Hold
6,044
– – 0.11% 132
2024
Q2 		$436K Sell
6,044
-400
-6% -$28.6K 0.13% 118
2024
Q1 		$432K Buy
6,444
+925
+17% +$59.3K 0.13% 123
2023
Q4 		$363K Sell
5,519
-38
-0.7% -$2.49K 0.12% 129
2023
Q3 		$358K Sell
5,557
-162
-3% -$10.1K 0.13% 114
2023
Q2 		$345K Sell
5,719
-189
-3% -$11.3K 0.12% 115
2023
Q1 		$340K Sell
5,908
-239
-4% -$14.1K 0.13% 109
2022
Q4 		$350K Buy
6,147
+2
+0% +$110 0.14% 110
2022
Q3 		$306K Buy
6,145
+1
+0% +$52 0.13% 106
2022
Q2 		$321K Buy
6,144
+383
+7% +$21.5K 0.13% 109
2022
Q1 		$316K Buy
+5,761
New +$306K 0.13% 118

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkeley Capital Partners's SHEL Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Shell (SHEL) stake by 4.7% in Q1 2026, selling an estimated $20.8K and leaving 5,175 shares worth $481K. The position accounts for 0.11% of the portfolio, ranked #129.

Berkeley Capital Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Berkeley Capital Partners held 5,175 shares of Shell worth $481K as of Q1 2026.
  • Berkeley Capital Partners sold 257 Shell shares in Q1 2026, an estimated $20.8K.
  • Shell made up 0.11% of Berkeley Capital Partners's portfolio in Q1 2026, its #129 holding.
  • Berkeley Capital Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.