EM
SHEL icon

Excalibur Management’s Shell SHEL Stock Holding History

Excalibur Management’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 		$2.08M Buy
22,352
+121
+0.5% +$9.78K 0.75% 36
2025
Q4 		$1.63M Sell
22,231
-61
-0.3% -$4.49K 0.59% 48
2025
Q3 		$1.59M Buy
22,292
+15
+0.1% +$1.08K 0.58% 47
2025
Q2 		$1.57M Sell
22,277
-79
-0.4% -$5.29K 0.59% 46
2025
Q1 		$1.64M Sell
22,356
-19
-0.1% -$1.28K 0.64% 42
2024
Q4 		$1.4M Sell
22,375
-33
-0.1% -$2.16K 0.56% 52
2024
Q3 		$1.48M Sell
22,408
-234
-1% -$16.6K 0.56% 46
2024
Q2 		$1.63M Buy
22,642
+786
+4% +$56.2K 0.67% 38
2024
Q1 		$1.47M Buy
21,856
+938
+4% +$60.1K 0.62% 42
2023
Q4 		$1.38M Buy
20,918
+137
+0.7% +$8.99K 0.65% 38
2023
Q3 		$1.34M Buy
20,781
+42
+0.2% +$2.61K 0.7% 35
2023
Q2 		$1.25M Sell
20,739
-22
-0.1% -$1.32K 0.64% 41
2023
Q1 		$1.19M Buy
20,761
+85
+0.4% +$5K 0.62% 44
2022
Q4 		$1.18M Buy
20,676
+8
+0% +$441 0.62% 44
2022
Q3 		$1.03M Buy
20,668
+848
+4% +$43.7K 0.58% 46
2022
Q2 		$1.04M Sell
19,820
-2,697
-12% -$152K 0.54% 48
2022
Q1 		$1.24M Buy
+22,517
New +$1.2M 0.54% 53

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

Excalibur Management's SHEL Position: Q1 2026 in Review

Excalibur Management increased its Shell (SHEL) stake by 0.54% in Q1 2026, buying an estimated $9.78K and bringing the position to 22,352 shares worth $2.08M. The position accounts for 0.75% of the portfolio, ranked #36.

Excalibur Management 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.

  • Excalibur Management held 22,352 shares of Shell worth $2.08M as of Q1 2026.
  • Excalibur Management bought 121 Shell shares in Q1 2026, an estimated $9.78K.
  • Shell made up 0.75% of Excalibur Management's portfolio in Q1 2026, its #36 holding.
  • Excalibur Management 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 Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.