Roundview Capital
SHEL icon

Roundview Capital’s Shell SHEL Stock Holding History

Roundview 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 		$387K Buy
4,067
+1,000
+33% +$90.2K 0.02% 283
2026
Q2 		$238K Hold
3,067
– – 0.01% 327
2026
Q1 		$285K Sell
3,067
-21
-0.7% -$1.7K 0.02% 305
2025
Q4 		$227K Buy
3,088
+21
+0.7% +$1.55K 0.01% 316
2025
Q3 		$219K Sell
3,067
-67
-2% -$4.82K 0.01% 318
2025
Q2 		$221K Sell
3,134
-67
-2% -$4.49K 0.01% 308
2025
Q1 		$235K Hold
3,201
– – 0.02% 295
2024
Q4 		$201K Sell
3,201
-382
-11% -$25K 0.01% 324
2024
Q3 		$236K Buy
3,583
+445
+14% +$31.5K 0.02% 317
2024
Q2 		$227K Hold
3,138
– – 0.02% 307
2024
Q1 		$210K Sell
3,138
-16
-0.5% -$1.02K 0.02% 309
2023
Q4 		$208K Sell
3,154
-87
-3% -$5.71K 0.02% 298
2023
Q3 		$209K Buy
+3,241
New +$202K 0.02% 295

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Roundview Capital's SHEL Position: Q3 2026 in Review

Roundview Capital increased its Shell (SHEL) stake by 33% in Q3 2026, buying an estimated $90.2K and bringing the position to 4,067 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #283.

Roundview Capital first reported a position in SHEL in Q3 2023 and has held it in 13 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Roundview Capital held 4,067 shares of Shell worth $387K as of Q3 2026.
  • Roundview Capital bought 1,000 Shell shares in Q3 2026, an estimated $90.2K.
  • Shell made up 0.02% of Roundview Capital's portfolio in Q3 2026, its #283 holding.
  • Roundview Capital first reported a position in Shell in Q3 2023 and has held it in 13 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.