NCM
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Nelson Capital Management’s Shell SHEL Stock Holding History

Nelson 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 		$2.79M Sell
35,959
-90
-0.2% -$7.77K 0.31% 54
2026
Q1 		$3.35M Buy
36,049
+779
+2% +$62.9K 0.41% 41
2025
Q4 		$2.59M Buy
35,270
+233
+0.7% +$17.2K 0.3% 55
2025
Q3 		$2.51M Sell
35,037
-236
-0.7% -$17K 0.3% 59
2025
Q2 		$2.48M Sell
35,273
-146
-0.4% -$9.79K 0.33% 58
2025
Q1 		$2.6M Sell
35,419
-536
-1% -$36.1K 0.45% 56
2024
Q4 		$2.25M Sell
35,955
-769
-2% -$50.4K 0.37% 59
2024
Q3 		$2.42M Buy
36,724
+489
+1% +$34.6K 0.41% 57
2024
Q2 		$2.62M Sell
36,235
-41,610
-53% -$2.97M 0.46% 48
2024
Q1 		$5.22M Sell
77,845
-2,037
-3% -$131K 1% 29
2023
Q4 		$5.26M Sell
79,882
-3,155
-4% -$207K 1.18% 24
2023
Q3 		$5.35M Sell
83,037
-1,512
-2% -$94.1K 1.31% 21
2023
Q2 		$5.11M Sell
84,549
-3,243
-4% -$195K 1.32% 25
2023
Q1 		$5.05M Sell
87,792
-4,946
-5% -$291K 1.43% 25
2022
Q4 		$5.28M Sell
92,738
-1,655
-2% -$91.2K 1.55% 26
2022
Q3 		$4.7M Sell
94,393
-2,124
-2% -$109K 1.38% 27
2022
Q2 		$5.05M Buy
96,517
+46,946
+95% +$2.64M 1.39% 31
2022
Q1 		$2.72M Buy
+49,571
New +$2.63M 0.53% 54

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Nelson Capital Management reduced its Shell (SHEL) stake by 0.25% in Q2 2026, selling an estimated $7.77K and leaving 35,959 shares worth $2.79M. The position accounts for 0.31% of the portfolio, ranked #54.

Nelson Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.35M in Q3 2023. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nelson Capital Management held 35,959 shares of Shell worth $2.79M as of Q2 2026.
  • Nelson Capital Management sold 90 Shell shares in Q2 2026, an estimated $7.77K.
  • Shell made up 0.31% of Nelson Capital Management's portfolio in Q2 2026, its #54 holding.
  • Nelson Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Nelson Capital Management's Shell position peaked at $5.35M in Q3 2023.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.