Rockefeller Capital Management
SHEL icon

Rockefeller Capital Management’s Shell SHEL Stock Holding History

Rockefeller 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 		$262M Buy
2,817,779
+42,880
+2% +$3.46M 0.46% 35
2025
Q4 		$204M Sell
2,774,899
-40,223
-1% -$2.96M 0.37% 45
2025
Q3 		$201M Sell
2,815,122
-508,019
-15% -$36.6M 0.39% 37
2025
Q2 		$234M Buy
3,323,141
+413,678
+14% +$27.7M 0.51% 28
2025
Q1 		$213M Buy
2,909,463
+415,048
+17% +$28M 0.53% 26
2024
Q4 		$156M Sell
2,494,415
-630,869
-20% -$41.3M 0.4% 40
2024
Q3 		$206M Buy
3,125,284
+46,293
+2% +$3.28M 0.55% 23
2024
Q2 		$222M Sell
3,078,991
-289,676
-9% -$20.7M 0.63% 19
2024
Q1 		$226M Buy
3,368,667
+114,806
+4% +$7.36M 0.66% 19
2023
Q4 		$214M Buy
3,253,861
+136,345
+4% +$8.95M 0.72% 19
2023
Q3 		$201M Buy
3,117,516
+486,761
+19% +$30.3M 0.77% 17
2023
Q2 		$159M Buy
2,630,755
+600,980
+30% +$36.1M 0.61% 23
2023
Q1 		$117M Buy
2,029,775
+127,598
+7% +$7.51M 0.5% 31
2022
Q4 		$108M Buy
1,902,177
+57,799
+3% +$3.19M 0.54% 27
2022
Q3 		$91.8M Buy
1,844,378
+238,470
+15% +$12.3M 0.47% 44
2022
Q2 		$84M Buy
1,605,908
+1,400,934
+683% +$78.7M 0.45% 50
2022
Q1 		$11.3M Buy
+204,974
New +$10.9M 0.05% 335

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

Rockefeller Capital Management's SHEL Position: Q1 2026 in Review

Rockefeller Capital Management increased its Shell (SHEL) stake by 1.5% in Q1 2026, buying an estimated $3.46M and bringing the position to 2,817,779 shares worth $262M. The position accounts for 0.46% of the portfolio, ranked #35.

Rockefeller Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Rockefeller Capital Management held 2,817,779 shares of Shell worth $262M as of Q1 2026.
  • Rockefeller Capital Management bought 42,880 Shell shares in Q1 2026, an estimated $3.46M.
  • Shell made up 0.46% of Rockefeller Capital Management's portfolio in Q1 2026, its #35 holding.
  • Rockefeller Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.