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	$5.2M	Sell	55,900 -2,100	-4%	-$170K	0.02%	876
2025 Q4	$4.26M	Sell	58,000 -146,200	-72%	-$10.8M	0.01%	1274
2025 Q3	$14.6M	Buy	204,200 +158,000	+342%	+$11.4M	0.04%	646
2025 Q2	$3.25M	Sell	46,200 -46,500	-50%	-$3.12M	0.01%	1412
2025 Q1	$6.79M	Sell	92,700 -30,600	-25%	-$2.06M	0.02%	866
2024 Q4	$7.72M	Sell	123,300 -143,400	-54%	-$9.4M	0.02%	876
2024 Q3	$17.6M	Sell	266,700 -21,400	-7%	-$1.52M	0.05%	502
2024 Q2	$20.8M	Buy	288,100 +155,300	+117%	+$11.1M	0.06%	407
2024 Q1	$8.9M	Buy	132,800 +53,800	+68%	+$3.45M	0.03%	791
2023 Q4	$5.2M	Buy	79,000 +18,800	+31%	+$1.23M	0.01%	1071
2023 Q3	$3.88M	Buy	+60,200	New	+$3.75M	0.01%	1069
2022 Q4	–	Sell	-12,400	Closed	-$617K	–	1611
2022 Q3	$617K	Sell	12,400 -20,100	-62%	-$1.04M	﹤0.01%	1228
2022 Q2	$1.7M	Buy	+32,500	New	+$1.83M	0.02%	890

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 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. 1,584 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.
1,584 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.