MCM
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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
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
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