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
Q1 		$9.64M 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 		$9.69M 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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Fund Management (CFM)'s SHEL Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Shell (SHEL) in Q1 2026: 263,277 shares worth $24.5M. The stake represents 0.11% of the portfolio and ranks #246 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in SHEL as recently as Q1 2025.

Capital Fund Management (CFM) first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. The position peaked at $29.4M in Q1 2022. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Capital Fund Management (CFM) held 263,277 shares of Shell worth $24.5M as of Q1 2026.
  • Shell was a new Capital Fund Management (CFM) position in Q1 2026.
  • Shell made up 0.11% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #246 holding.
  • Capital Fund Management (CFM) first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
  • Capital Fund Management (CFM)'s Shell position peaked at $29.4M in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.