Rahlfs Capital’s Shell SHEL Stock Holding History

Rahlfs 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 Q3	–	Sell	-4,777	Closed	-$370K	–	92
2026 Q2	$370K	Hold	4,777	–	–	0.27%	68
2026 Q1	$444K	Hold	4,777	–	–	0.33%	62
2025 Q4	$351K	Sell	4,777 -333	-7%	-$24.5K	0.27%	67
2025 Q3	$366K	Hold	5,110	–	–	0.29%	68
2025 Q2	$360K	Hold	5,110	–	–	0.33%	67
2025 Q1	$374K	Hold	5,110	–	–	0.38%	57
2024 Q4	$320K	Buy	+5,110	New	+$335K	0.32%	58

Other funds holding SHEL

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Rahlfs Capital's SHEL Position: Q3 2026 in Review

Rahlfs Capital sold out of Shell (SHEL) in Q3 2026, closing a stake of 4,777 shares — an estimated $370K sold.

Rahlfs Capital first reported a position in SHEL in Q4 2024 and held it in 7 quarters. The position peaked at $444K in Q1 2026. 702 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Rahlfs Capital reported no remaining Shell position as of Q3 2026 after selling out during the quarter.
Rahlfs Capital sold 4,777 Shell shares in Q3 2026, an estimated $370K.
Rahlfs Capital first reported a position in Shell in Q4 2024 and held it in 7 quarters.
Rahlfs Capital's Shell position peaked at $444K in Q1 2026.
702 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Rahlfs Capital's 13F filing for Q3 2026, filed 23 Oct 2026.