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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
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
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

Fidelis Capital Partners's SHEL Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Shell (SHEL) stake by 6.5% in Q1 2026, selling an estimated $68.6K and leaving 12,216 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #195.

Fidelis Capital Partners first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Fidelis Capital Partners held 12,216 shares of Shell worth $1.14M as of Q1 2026.
  • Fidelis Capital Partners sold 849 Shell shares in Q1 2026, an estimated $68.6K.
  • Shell made up 0.08% of Fidelis Capital Partners's portfolio in Q1 2026, its #195 holding.
  • Fidelis Capital Partners first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
  • Fidelis Capital Partners's Shell position peaked at $1.2M in Q3 2024.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.