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SHEL icon

Sapient Capital’s Shell SHEL Stock Holding History

Sapient 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 		$19.9M Sell
209,444
-820
-0.4% -$74K 0.27% 48
2026
Q2 		$16.3M Sell
210,264
-2,689
-1% -$232K 0.21% 60
2026
Q1 		$19.8M Sell
212,953
-19,507
-8% -$1.58M 0.3% 50
2025
Q4 		$17.2M Sell
232,460
-2,501
-1% -$184K 0.24% 66
2025
Q3 		$17M Sell
234,961
-7,825
-3% -$563K 0.26% 65
2025
Q2 		$17.1M Sell
242,786
-1,992
-0.8% -$134K 0.31% 58
2025
Q1 		$17.9M Sell
244,778
-67
-0% -$4.51K 0.35% 59
2024
Q4 		$15.3M Buy
244,845
+20,332
+9% +$1.33M 0.29% 64
2024
Q3 		$14.8M Sell
224,513
-363
-0.2% -$25.7K 0.3% 66
2024
Q2 		$16.2M Sell
224,876
-1,673
-0.7% -$120K 0.34% 57
2024
Q1 		$15.2M Sell
226,549
-311,747
-58% -$20M 0.34% 62
2023
Q4 		$35.4M Buy
+538,296
New +$35.3M 0.91% 25

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital's SHEL Position: Q3 2026 in Review

Sapient Capital reduced its Shell (SHEL) stake by 0.39% in Q3 2026, selling an estimated $74K and leaving 209,444 shares worth $19.9M. The position accounts for 0.27% of the portfolio, ranked #48.

Sapient Capital first reported a position in SHEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.4M in Q4 2023. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Sapient Capital held 209,444 shares of Shell worth $19.9M as of Q3 2026.
  • Sapient Capital sold 820 Shell shares in Q3 2026, an estimated $74K.
  • Shell made up 0.27% of Sapient Capital's portfolio in Q3 2026, its #48 holding.
  • Sapient Capital first reported a position in Shell in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Shell position peaked at $35.4M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.