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BTC Capital Management’s Shell SHEL Stock Holding History

BTC 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 		$1.62M Buy
20,869
+501
+2% +$43.2K 0.1% 130
2026
Q1 		$1.89M Sell
20,368
-2,063
-9% -$167K 0.13% 123
2025
Q4 		$1.65M Sell
22,431
-5,475
-20% -$403K 0.12% 125
2025
Q3 		$2M Buy
27,906
+2,739
+11% +$197K 0.14% 116
2025
Q2 		$1.77M Buy
25,167
+809
+3% +$54.2K 0.14% 112
2025
Q1 		$1.78M Buy
24,358
+1,172
+5% +$79K 0.16% 109
2024
Q4 		$1.45M Buy
23,186
+2,727
+13% +$179K 0.13% 112
2024
Q3 		$1.35M Buy
20,459
+1,455
+8% +$103K 0.12% 121
2024
Q2 		$1.37M Sell
19,004
-1,882
-9% -$135K 0.13% 115
2024
Q1 		$1.4M Buy
+20,886
New +$1.34M 0.13% 120
2023
Q3 		$1.16M Buy
17,986
+906
+5% +$56.4K 0.13% 123
2023
Q2 		$1.05M Sell
17,080
-129
-0.7% -$7.74K 0.11% 133
2023
Q1 		$975K Sell
17,209
-1,344
-7% -$79.1K 0.11% 127
2022
Q4 		$1.06M Sell
18,553
-2,090
-10% -$115K 0.13% 128
2022
Q3 		$1.03M Buy
20,643
+1,851
+10% +$95.4K 0.13% 119
2022
Q2 		$980K Sell
18,792
-35,114
-65% -$1.97M 0.12% 123
2022
Q1 		$2.95M Buy
+53,906
New +$2.86M 0.29% 93

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 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

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

BTC Capital Management increased its Shell (SHEL) stake by 2.5% in Q2 2026, buying an estimated $43.2K and bringing the position to 20,869 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #130.

BTC Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.95M in Q1 2022. 798 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • BTC Capital Management held 20,869 shares of Shell worth $1.62M as of Q2 2026.
  • BTC Capital Management bought 501 Shell shares in Q2 2026, an estimated $43.2K.
  • Shell made up 0.1% of BTC Capital Management's portfolio in Q2 2026, its #130 holding.
  • BTC Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • BTC Capital Management's Shell position peaked at $2.95M in Q1 2022.
  • 798 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.