Mill Capital Management’s Shell SHEL Stock Holding History

Mill 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	$2.94M	Sell	31,662 -2,556	-7%	-$207K	0.22%	49
2025 Q4	$2.51M	Hold	34,218	–	–	0.18%	53
2025 Q3	$2.45M	Hold	34,218	–	–	0.18%	53
2025 Q2	$2.41M	Hold	34,218	–	–	0.19%	53
2025 Q1	$2.51M	Buy	34,218 +152	+0.4%	+$10.2K	0.2%	52
2024 Q4	$2.13M	Sell	34,066 -1,757	-5%	-$115K	0.17%	55
2024 Q3	$2.36M	Hold	35,823	–	–	0.18%	54
2024 Q2	$2.59M	Sell	35,823 -2,667	-7%	-$191K	0.21%	51
2024 Q1	$2.58M	Hold	38,490	–	–	0.22%	55
2023 Q4	$2.53M	Hold	38,490	–	–	0.23%	54
2023 Q3	$2.48M	Hold	38,490	–	–	0.24%	53
2023 Q2	$2.32M	Buy	38,490 +2,334	+6%	+$140K	0.22%	55
2023 Q1	$2.08M	Sell	36,156 -2,534	-7%	-$149K	0.21%	59
2022 Q4	$2.2M	Hold	38,690	–	–	0.24%	53
2022 Q3	$1.93M	Sell	38,690 -2,173	-5%	-$112K	0.22%	55
2022 Q2	$2.14M	Hold	40,863	–	–	0.24%	51
2022 Q1	$2.25M	Buy	+40,863	New	+$2.17M	0.21%	56

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mill Capital Management reduced its Shell (SHEL) stake by 7.5% in Q1 2026, selling an estimated $207K and leaving 31,662 shares worth $2.94M. The position accounts for 0.22% of the portfolio, ranked #49.

Mill Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Mill Capital Management held 31,662 shares of Shell worth $2.94M as of Q1 2026.
Mill Capital Management sold 2,556 Shell shares in Q1 2026, an estimated $207K.
Shell made up 0.22% of Mill Capital Management's portfolio in Q1 2026, its #49 holding.
Mill Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.