Optima Capital’s Shell SHEL Stock Holding History

Optima Capital’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	–	Sell	-95	Closed	-$6.98K	–	1094
2025 Q4	$6.98K	Buy	+95	New	+$7K	﹤0.01%	569

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

Optima Capital's SHEL Position: Q1 2026 in Review

Optima Capital sold out of Shell (SHEL) in Q1 2026, closing a stake of 95 shares — an estimated $6.98K sold.

Optima Capital first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $6.98K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Optima Capital reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 95 Shell shares in Q1 2026, an estimated $6.98K.
Optima Capital first reported a position in Shell in Q4 2025 and held it in 1 quarter.
Optima Capital's Shell position peaked at $6.98K in Q4 2025.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.