HC
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Henshaw Capital’s Shell SHEL Stock Holding History

Henshaw 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 		$29.5M Buy
316,989
+16
+0% +$1.29K 1.09% 34
2025
Q4 		$23.3M Buy
316,973
+21
+0% +$1.55K 0.84% 40
2025
Q3 		$22.7M Sell
316,952
-17,094
-5% -$1.23M 0.85% 38
2025
Q2 		$23.5M Buy
334,046
+4,090
+1% +$274K 0.93% 36
2025
Q1 		$24.2M Buy
329,956
+313,053
+1,852% +$21.1M 1.06% 32
2024
Q4 		$1.06M Hold
16,903
– – 0.04% 119
2024
Q3 		$1.11M Buy
16,903
+11,577
+217% +$820K 0.05% 115
2024
Q2 		$384K Buy
5,326
+1,140
+27% +$81.5K 0.02% 211
2024
Q1 		$281K Hold
4,186
– – 0.01% 253
2023
Q4 		$275K Hold
4,186
– – 0.01% 252
2023
Q3 		$269K Sell
4,186
-117
-3% -$7.28K 0.02% 237
2023
Q2 		$260K Hold
4,303
– – 0.01% 202
2023
Q1 		$248K Hold
4,303
– – 0.02% 204
2022
Q4 		$245K Sell
4,303
-7,199
-63% -$397K 0.02% 202
2022
Q3 		$572K Sell
11,502
-3,353
-23% -$173K 0.04% 132
2022
Q2 		$777K Hold
14,855
– – 0.05% 117
2022
Q1 		$816K Buy
+14,855
New +$789K 0.05% 123

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