Capital Analysts LLC’s Shell SHEL Stock Holding History

Capital Analysts LLC’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	$433K	Sell	4,659 -114	-2%	-$9.21K	0.01%	483
2025 Q4	$351K	Hold	4,773	–	–	0.01%	495
2025 Q3	$342K	Hold	4,773	–	–	0.01%	485
2025 Q2	$336K	Sell	4,773 -53	-1%	-$3.55K	0.01%	445
2025 Q1	$354K	Sell	4,826 -54	-1%	-$3.64K	0.01%	424
2024 Q4	$306K	Buy	4,880 +444	+10%	+$29.1K	0.01%	405
2024 Q3	$292K	Buy	4,436 +2,401	+118%	+$170K	0.01%	400
2024 Q2	$147K	Hold	2,035	–	–	0.01%	499
2024 Q1	$136K	Sell	2,035 -90	-4%	-$5.77K	0.01%	505
2023 Q4	$140K	Sell	2,125 -224	-10%	-$14.7K	0.01%	480
2023 Q3	$151K	Hold	2,349	–	–	0.01%	429
2023 Q2	$142K	Buy	2,349 +54	+2%	+$3.24K	0.01%	417
2023 Q1	$132K	Buy	2,295 +27	+1%	+$1.59K	0.01%	428
2022 Q4	$129K	Buy	2,268 +81	+4%	+$4.46K	0.01%	453
2022 Q3	$109K	Hold	2,187	–	–	0.01%	431
2022 Q2	$114K	Hold	2,187	–	–	0.01%	415
2022 Q1	$120K	Buy	+2,187	New	+$116K	0.01%	403

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Analysts LLC's SHEL Position: Q1 2026 in Review

Capital Analysts LLC reduced its Shell (SHEL) stake by 2.4% in Q1 2026, selling an estimated $9.21K and leaving 4,659 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #483.

Capital Analysts LLC 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.

Capital Analysts LLC held 4,659 shares of Shell worth $433K as of Q1 2026.
Capital Analysts LLC sold 114 Shell shares in Q1 2026, an estimated $9.21K.
Shell made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #483 holding.
Capital Analysts LLC 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.