Mitchell Capital Management’s Shell SHEL Stock Holding History

Mitchell 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	$2.41M	Sell	31,031 -9,844	-24%	-$850K	0.37%	77
2026 Q1	$3.8M	Buy	40,875 +2,442	+6%	+$197K	0.7%	49
2025 Q4	$2.82M	Sell	38,433 -350	-0.9%	-$25.8K	0.5%	59
2025 Q3	$2.77M	Buy	38,783 +704	+2%	+$50.7K	0.47%	63
2025 Q2	$2.68M	Sell	38,079 -4,090	-10%	-$274K	0.5%	62
2025 Q1	$3.09M	Buy	42,169 +917	+2%	+$61.8K	0.59%	55
2024 Q4	$2.58M	Sell	41,252 -6,960	-14%	-$456K	0.45%	64
2024 Q3	$3.18M	Sell	48,212 -314	-0.6%	-$22.2K	0.56%	56
2024 Q2	$3.5M	Buy	48,526 +14,739	+44%	+$1.05M	0.62%	51
2024 Q1	$2.27M	Buy	33,787 +1,396	+4%	+$89.5K	0.43%	74
2023 Q4	$2.13M	Sell	32,391 -512	-2%	-$33.6K	0.45%	67
2023 Q3	$2.12M	Sell	32,903 -97	-0.3%	-$6.04K	0.5%	66
2023 Q2	$1.99M	Buy	33,000 +1,895	+6%	+$114K	0.46%	70
2023 Q1	$1.79M	Buy	31,105 +640	+2%	+$37.7K	0.44%	75
2022 Q4	$1.73M	Buy	30,465 +264	+0.9%	+$14.6K	0.48%	72
2022 Q3	$1.5M	Buy	30,201 +15	+0%	+$773	0.43%	77
2022 Q2	$1.58M	Buy	30,186 +3,553	+13%	+$200K	0.44%	73
2022 Q1	$1.46M	Buy	+26,633	New	+$1.41M	0.33%	80

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

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

Mitchell Capital Management reduced its Shell (SHEL) stake by 24% in Q2 2026, selling an estimated $850K and leaving 31,031 shares worth $2.41M. The position accounts for 0.37% of the portfolio, ranked #77.

Mitchell Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.8M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mitchell Capital Management held 31,031 shares of Shell worth $2.41M as of Q2 2026.
Mitchell Capital Management sold 9,844 Shell shares in Q2 2026, an estimated $850K.
Shell made up 0.37% of Mitchell Capital Management's portfolio in Q2 2026, its #77 holding.
Mitchell Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Mitchell Capital Management's Shell position peaked at $3.8M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.