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Capital Performance Advisors’s Shell SHEL Stock Holding History

Capital Performance 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
Q2 		$210K Sell
2,708
-907
-25% -$78.3K 0.01% 292
2026
Q1 		$336K Buy
3,615
+349
+11% +$28.2K 0.02% 297
2025
Q4 		$240K Buy
3,266
+132
+4% +$9.72K 0.02% 367
2025
Q3 		$224K Buy
+3,134
New +$226K 0.04% 292
2025
Q2 		– Sell
-3,009
Closed -$220K – 312
2025
Q1 		$220K Buy
+3,009
New +$203K 0.05% 224

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
OAG
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 Performance Advisors's SHEL Position: Q2 2026 in Review

Capital Performance Advisors reduced its Shell (SHEL) stake by 25% in Q2 2026, selling an estimated $78.3K and leaving 2,708 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #292.

Capital Performance Advisors first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $336K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Capital Performance Advisors held 2,708 shares of Shell worth $210K as of Q2 2026.
  • Capital Performance Advisors sold 907 Shell shares in Q2 2026, an estimated $78.3K.
  • Shell made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #292 holding.
  • Capital Performance Advisors first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • Capital Performance Advisors's Shell position peaked at $336K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.