Caitong International Asset Management’s Shell SHEL Stock Holding History

Caitong International Asset 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	$1.84M	Buy	23,786 +22,785	+2,276%	+$1.97M	0.25%	66
2026 Q1	$93.1K	Buy	1,001 +995	+16,583%	+$80.4K	0.02%	599
2025 Q4	$441	Sell	6 -5	-45%	-$368	﹤0.01%	1493
2025 Q3	$787	Buy	+11	New	+$792	﹤0.01%	1498
2025 Q2	–	Sell	-3,841	Closed	-$281K	–	2431
2025 Q1	$281K	Buy	+3,841	New	+$259K	0.21%	79

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Caitong International Asset Management's SHEL Position: Q2 2026 in Review

Caitong International Asset Management increased its Shell (SHEL) stake by 2,276% in Q2 2026, buying an estimated $1.97M and bringing the position to 23,786 shares worth $1.84M. The position accounts for 0.25% of the portfolio, ranked #66.

Caitong International Asset Management first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Caitong International Asset Management held 23,786 shares of Shell worth $1.84M as of Q2 2026.
Caitong International Asset Management bought 22,785 Shell shares in Q2 2026, an estimated $1.97M.
Shell made up 0.25% of Caitong International Asset Management's portfolio in Q2 2026, its #66 holding.
Caitong International Asset Management first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.