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Capital Investment Advisors’s Shell SHEL Stock Holding History

Capital Investment Advisors’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 		$1.15M Buy
12,338
+535
+5% +$43.2K 0.02% 316
2025
Q4 		$867K Buy
11,803
+215
+2% +$15.8K 0.01% 365
2025
Q3 		$829K Buy
11,588
+1,079
+10% +$77.7K 0.01% 365
2025
Q2 		$740K Sell
10,509
-720
-6% -$48.3K 0.01% 380
2025
Q1 		$823K Buy
11,229
+214
+2% +$14.4K 0.02% 349
2024
Q4 		$690K Sell
11,015
-245
-2% -$16.1K 0.01% 369
2024
Q3 		$743K Sell
11,260
-128
-1% -$9.07K 0.02% 343
2024
Q2 		$822K Buy
11,388
+103
+0.9% +$7.36K 0.02% 318
2024
Q1 		$757K Sell
11,285
-313
-3% -$20.1K 0.02% 332
2023
Q4 		$763K Sell
11,598
-182
-2% -$11.9K 0.02% 309
2023
Q3 		$758K Sell
11,780
-183
-2% -$11.4K 0.02% 300
2023
Q2 		$722K Buy
11,963
+217
+2% +$13K 0.02% 285
2023
Q1 		$676K Sell
11,746
-261
-2% -$15.4K 0.02% 305
2022
Q4 		$684K Buy
12,007
+1,198
+11% +$66K 0.02% 304
2022
Q3 		$538K Sell
10,809
-215
-2% -$11.1K 0.02% 329
2022
Q2 		$576K Buy
11,024
+166
+2% +$9.33K 0.02% 330
2022
Q1 		$596K Buy
+10,858
New +$576K 0.02% 338

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 Investment Advisors's SHEL Position: Q1 2026 in Review

Capital Investment Advisors increased its Shell (SHEL) stake by 4.5% in Q1 2026, buying an estimated $43.2K and bringing the position to 12,338 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #316.

Capital Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Capital Investment Advisors held 12,338 shares of Shell worth $1.15M as of Q1 2026.
  • Capital Investment Advisors bought 535 Shell shares in Q1 2026, an estimated $43.2K.
  • Shell made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #316 holding.
  • Capital Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.