Moors & Cabot
SHEL icon

Moors & Cabot’s Shell SHEL Stock Holding History

Moors & Cabot’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
Q3 		$3.11M Sell
32,676
-295
-0.9% -$26.6K 0.12% 161
2026
Q2 		$2.56M Sell
32,971
-6,277
-16% -$542K 0.1% 191
2026
Q1 		$3.65M Sell
39,248
-1,252
-3% -$101K 0.16% 137
2025
Q4 		$2.98M Sell
40,500
-1,505
-4% -$111K 0.13% 152
2025
Q3 		$3M Sell
42,005
-548
-1% -$39.5K 0.13% 147
2025
Q2 		$3M Sell
42,553
-4,583
-10% -$307K 0.14% 142
2025
Q1 		$3.45M Sell
47,136
-674
-1% -$45.4K 0.18% 114
2024
Q4 		$3M Buy
47,810
+853
+2% +$55.9K 0.14% 128
2024
Q3 		$3.1M Buy
46,957
+7
+0% +$496 0.15% 130
2024
Q2 		$3.39M Buy
46,950
+447
+1% +$31.9K 0.18% 115
2024
Q1 		$3.12M Sell
46,503
-257
-0.5% -$16.5K 0.17% 123
2023
Q4 		$3.08M Buy
46,760
+646
+1% +$42.4K 0.19% 113
2023
Q3 		$2.97M Buy
46,114
+6,884
+18% +$428K 0.2% 112
2023
Q2 		$2.37M Sell
39,230
-704
-2% -$42.2K 0.16% 135
2023
Q1 		$2.3M Sell
39,934
-5,058
-11% -$298K 0.16% 143
2022
Q4 		$2.56M Buy
44,992
+403
+0.9% +$22.2K 0.18% 131
2022
Q3 		$2.22M Buy
44,589
+4,438
+11% +$229K 0.17% 130
2022
Q2 		$2.1M Sell
40,151
-2,537
-6% -$143K 0.15% 144
2022
Q1 		$2.34M Buy
+42,688
New +$2.27M 0.14% 147

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moors & Cabot's SHEL Position: Q3 2026 in Review

Moors & Cabot reduced its Shell (SHEL) stake by 0.89% in Q3 2026, selling an estimated $26.6K and leaving 32,676 shares worth $3.11M. The position accounts for 0.12% of the portfolio, ranked #161.

Moors & Cabot first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.65M in Q1 2026. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Moors & Cabot held 32,676 shares of Shell worth $3.11M as of Q3 2026.
  • Moors & Cabot sold 295 Shell shares in Q3 2026, an estimated $26.6K.
  • Shell made up 0.12% of Moors & Cabot's portfolio in Q3 2026, its #161 holding.
  • Moors & Cabot first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Moors & Cabot's Shell position peaked at $3.65M in Q1 2026.
  • 966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.