Capital Fund Management (CFM)
SHEL icon

Capital Fund Management (CFM)’s Shell SHEL Stock Holding History

Capital Fund Management (CFM)’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 		$22.4M Buy
289,400
+185,700
+179% +$16M 0.1% 277
2026
Q1 		$9.6M Buy
103,700
+78,700
+315% +$6.36M 0.04% 569
2025
Q4 		$1.84M Sell
25,000
-110,400
-82% -$8.13M 0.01% 1746
2025
Q3 		$9.7M Buy
135,400
+114,300
+542% +$8.23M 0.03% 854
2025
Q2 		$1.49M Sell
21,100
-6,200
-23% -$416K ﹤0.01% 1834
2025
Q1 		$2M Sell
27,300
-52,600
-66% -$3.54M 0.01% 1419
2024
Q4 		$5.01M Sell
79,900
-79,300
-50% -$5.2M 0.01% 1080
2024
Q3 		$10.5M Buy
159,200
+89,200
+127% +$6.32M 0.03% 701
2024
Q2 		$5.05M Buy
70,000
+46,700
+200% +$3.34M 0.01% 945
2024
Q1 		$1.56M Sell
23,300
-252,500
-92% -$16.2M ﹤0.01% 1555
2023
Q4 		$18.1M Buy
275,800
+194,500
+239% +$12.8M 0.05% 508
2023
Q3 		$5.23M Buy
+81,300
New +$5.06M 0.02% 900
2022
Q4 		– Sell
-25,800
Closed -$1.28M – 1610
2022
Q3 		$1.28M Sell
25,800
-46,900
-65% -$2.42M 0.01% 1007
2022
Q2 		$3.8M Buy
+72,700
New +$4.08M 0.03% 594

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Fund Management (CFM)'s SHEL Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Shell (SHEL) stake by 60% in Q2 2026, buying an estimated $13.6M and bringing the position to 421,015 shares worth $32.6M. The position accounts for 0.14% of the portfolio, ranked #157.

Capital Fund Management (CFM) first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. 1,533 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Capital Fund Management (CFM) held 421,015 shares of Shell worth $32.6M as of Q2 2026.
  • Capital Fund Management (CFM) bought 157,738 Shell shares in Q2 2026, an estimated $13.6M.
  • Shell made up 0.14% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #157 holding.
  • Capital Fund Management (CFM) first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.