Caldwell Sutter Capital’s Shell SHEL Stock Holding History

Caldwell Sutter 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 Q2	$53K	Sell	684 -42	-6%	-$3.63K	0.02%	394
2026 Q1	$67.5K	Hold	726	–	–	0.03%	345
2025 Q4	$53.3K	Hold	726	–	–	0.02%	357
2025 Q3	$51.9K	Hold	726	–	–	0.02%	366
2025 Q2	$51.1K	Sell	726 -2	-0.3%	-$134	0.02%	354
2025 Q1	$53.3K	Sell	728 -11	-1%	-$741	0.03%	346
2024 Q4	$46.3K	Hold	739	–	–	0.02%	369
2024 Q3	$48.7K	Hold	739	–	–	0.02%	362
2024 Q2	$53.3K	Hold	739	–	–	0.03%	345
2024 Q1	$49.5K	Hold	739	–	–	0.02%	353
2023 Q4	$48.6K	Hold	739	–	–	0.02%	337
2023 Q3	$47.6K	Sell	739 -700	-49%	-$43.6K	0.03%	325
2023 Q2	$86.9K	Buy	1,439 +593	+70%	+$35.6K	0.05%	268
2023 Q1	$48.7K	Buy	846 +146	+21%	+$8.59K	0.04%	244
2022 Q4	$39.9K	Buy	+700	New	+$38.6K	0.04%	190

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

Caldwell Sutter Capital's SHEL Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Shell (SHEL) stake by 5.8% in Q2 2026, selling an estimated $3.63K and leaving 684 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #394.

Caldwell Sutter Capital first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $86.9K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Caldwell Sutter Capital held 684 shares of Shell worth $53K as of Q2 2026.
Caldwell Sutter Capital sold 42 Shell shares in Q2 2026, an estimated $3.63K.
Shell made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #394 holding.
Caldwell Sutter Capital first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Shell position peaked at $86.9K in Q2 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.