M1 Capital Management’s Shell SHEL Stock Holding History

M1 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 Q2	$243K	Hold	3,133	–	–	0.09%	102
2026 Q1	$291K	Hold	3,133	–	–	0.13%	89
2025 Q4	$230K	Hold	3,133	–	–	0.1%	105
2025 Q3	$224K	Hold	3,133	–	–	0.1%	100
2025 Q2	$221K	Buy	3,133 +171	+6%	+$11.5K	0.11%	93
2025 Q1	$217K	Buy	+2,962	New	+$200K	0.14%	84

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

M1 Capital Management's SHEL Position: Q2 2026 in Review

M1 Capital Management held its Shell (SHEL) position steady in Q2 2026 at 3,133 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #102.

M1 Capital Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $291K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

M1 Capital Management held 3,133 shares of Shell worth $243K as of Q2 2026.
M1 Capital Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.09% of M1 Capital Management's portfolio in Q2 2026, its #102 holding.
M1 Capital Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
M1 Capital Management's Shell position peaked at $291K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.