Fidelis Capital Partners’s Shell SHEL Stock Holding History

Fidelis Capital Partners’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	$925K	Sell	11,935 -281	-2%	-$24.3K	0.05%	236
2026 Q1	$1.14M	Sell	12,216 -849	-6%	-$68.6K	0.08%	195
2025 Q4	$960K	Buy	13,065 +658	+5%	+$48.5K	0.07%	208
2025 Q3	$887K	Buy	12,407 +1,583	+15%	+$114K	0.07%	216
2025 Q2	$782K	Buy	10,824 +274	+3%	+$18.4K	0.07%	208
2025 Q1	$695K	Buy	10,550 +797	+8%	+$53.7K	0.07%	203
2024 Q4	$636K	Sell	9,753 -8,276	-46%	-$542K	0.06%	221
2024 Q3	$1.2M	Buy	18,029 +1,402	+8%	+$99.3K	0.14%	128
2024 Q2	$1.17M	Buy	16,627 +4,222	+34%	+$302K	0.17%	109
2024 Q1	$832K	Buy	12,405 +6,523	+111%	+$418K	0.13%	151
2023 Q4	$387K	Buy	5,882 +1,764	+43%	+$116K	0.09%	201
2023 Q3	$265K	Buy	4,118 +585	+17%	+$36.4K	0.09%	212
2023 Q2	$213K	Buy	+3,533	New	+$212K	0.08%	252

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelis Capital Partners's SHEL Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Shell (SHEL) stake by 2.3% in Q2 2026, selling an estimated $24.3K and leaving 11,935 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #236.

Fidelis Capital Partners first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fidelis Capital Partners held 11,935 shares of Shell worth $925K as of Q2 2026.
Fidelis Capital Partners sold 281 Shell shares in Q2 2026, an estimated $24.3K.
Shell made up 0.05% of Fidelis Capital Partners's portfolio in Q2 2026, its #236 holding.
Fidelis Capital Partners first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Shell position peaked at $1.2M in Q3 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.