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
Q3 		$267M Buy
2,813,922
+44,210
+2% +$3.99M 0.39% 55
2026
Q2 		$215M Sell
2,769,712
-48,067
-2% -$4.15M 0.33% 60
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 $2.32T AUM 44.66% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Rockefeller Capital Management's SHEL Position: Q3 2026 in Review

Rockefeller Capital Management increased its Shell (SHEL) stake by 1.6% in Q3 2026, buying an estimated $3.99M and bringing the position to 2,813,922 shares worth $267M. The position accounts for 0.39% of the portfolio, ranked #55.

Rockefeller Capital Management first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,379 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Rockefeller Capital Management held 2,813,922 shares of Shell worth $267M as of Q3 2026.
  • Rockefeller Capital Management bought 44,210 Shell shares in Q3 2026, an estimated $3.99M.
  • Shell made up 0.39% of Rockefeller Capital Management's portfolio in Q3 2026, its #55 holding.
  • Rockefeller Capital Management first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.