JCM
SHEL icon

Jacobi Capital Management’s Shell SHEL Stock Holding History

Jacobi Capital 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 		$364K Sell
3,914
-72
-2% -$5.82K 0.02% 495
2025
Q4 		$293K Sell
3,986
-279
-7% -$20.6K 0.02% 533
2025
Q3 		$305K Buy
4,265
+287
+7% +$20.7K 0.02% 509
2025
Q2 		$280K Sell
3,978
-1,817
-31% -$122K 0.02% 517
2025
Q1 		$425K Sell
5,795
-620
-10% -$41.8K 0.03% 401
2024
Q4 		$402K Sell
6,415
-163
-2% -$10.7K 0.03% 397
2024
Q3 		$434K Buy
6,578
+30
+0.5% +$2.13K 0.03% 381
2024
Q2 		$473K Sell
6,548
-42
-0.6% -$3K 0.04% 325
2024
Q1 		$442K Buy
6,590
+68
+1% +$4.36K 0.04% 327
2023
Q4 		$429K Sell
6,522
-375
-5% -$24.6K 0.04% 319
2023
Q3 		$444K Sell
6,897
-306
-4% -$19K 0.05% 290
2023
Q2 		$435K Sell
7,203
-726
-9% -$43.6K 0.05% 296
2023
Q1 		$456K Sell
7,929
-483
-6% -$28.4K 0.05% 285
2022
Q4 		$479K Sell
8,412
-76
-0.9% -$4.19K 0.06% 269
2022
Q3 		$422K Buy
8,488
+41
+0.5% +$2.11K 0.06% 274
2022
Q2 		$442K Buy
+8,447
New +$475K 0.06% 275

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

Jacobi Capital Management's SHEL Position: Q1 2026 in Review

Jacobi Capital Management reduced its Shell (SHEL) stake by 1.8% in Q1 2026, selling an estimated $5.82K and leaving 3,914 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #495.

Jacobi Capital Management first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $479K in Q4 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Jacobi Capital Management held 3,914 shares of Shell worth $364K as of Q1 2026.
  • Jacobi Capital Management sold 72 Shell shares in Q1 2026, an estimated $5.82K.
  • Shell made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #495 holding.
  • Jacobi Capital Management first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Jacobi Capital Management's Shell position peaked at $479K in Q4 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.