CRC
SHEL icon

Curi RMB Capital’s Shell SHEL Stock Holding History

Curi RMB Capital’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 		$10.4M Sell
111,489
-15,405
-12% -$1.24M 0.18% 139
2025
Q4 		$9.32M Buy
126,894
+32,184
+34% +$2.37M 0.16% 152
2025
Q3 		$6.77M Sell
94,710
-34,278
-27% -$2.47M 0.12% 184
2025
Q2 		$9.08M Sell
128,988
-9,961
-7% -$668K 0.17% 151
2025
Q1 		$10.2M Buy
138,949
+131,777
+1,837% +$8.88M 0.25% 116
2024
Q4 		$449K Sell
7,172
-37
-0.5% -$2.42K 0.01% 419
2024
Q3 		$475K Buy
7,209
+37
+0.5% +$2.62K 0.01% 425
2024
Q2 		$518K Sell
7,172
-447
-6% -$31.9K 0.01% 422
2024
Q1 		$511K Sell
7,619
-193
-2% -$12.4K 0.01% 429
2023
Q4 		$514K Buy
7,812
+699
+10% +$45.9K 0.02% 384
2023
Q3 		$458K Buy
7,113
+12
+0.2% +$747 0.02% 382
2023
Q2 		$429K Buy
7,101
+12
+0.2% +$720 0.01% 395
2023
Q1 		$408K Hold
7,089
– – 0.01% 388
2022
Q4 		$404K Sell
7,089
-1,062
-13% -$58.5K 0.01% 384
2022
Q3 		$406K Sell
8,151
-1,094
-12% -$56.4K 0.02% 377
2022
Q2 		$483K Buy
9,245
+2,355
+34% +$132K 0.02% 355
2022
Q1 		$378K Buy
+6,890
New +$366K 0.01% 364

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

Curi RMB Capital's SHEL Position: Q1 2026 in Review

Curi RMB Capital reduced its Shell (SHEL) stake by 12% in Q1 2026, selling an estimated $1.24M and leaving 111,489 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #139.

Curi RMB Capital first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Curi RMB Capital held 111,489 shares of Shell worth $10.4M as of Q1 2026.
  • Curi RMB Capital sold 15,405 Shell shares in Q1 2026, an estimated $1.24M.
  • Shell made up 0.18% of Curi RMB Capital's portfolio in Q1 2026, its #139 holding.
  • Curi RMB Capital first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.