Capstone Investment Advisors
SHEL icon

Capstone Investment Advisors’s Shell SHEL Stock Holding History

Capstone 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
2024
Q3 		– Sell
-3,757
Closed -$271K – 2183
2024
Q2 		$271K Buy
+3,757
New +$269K ﹤0.01% 1632
2023
Q4 		– Sell
-4,124
Closed -$266K – 2370
2023
Q3 		$266K Buy
+4,124
New +$257K ﹤0.01% 1669

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Investment Advisors's SHEL Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,757 shares — an estimated $271K sold.

Capstone Investment Advisors first reported a position in SHEL in Q3 2023 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,757 Shell shares in Q3 2024, an estimated $271K.
  • Capstone Investment Advisors first reported a position in Shell in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Shell position peaked at $271K in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.