SC
SHEL icon

Scotia Capital’s Shell SHEL Stock Holding History

Scotia 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
Q1 		$3.43M Buy
36,905
+7,929
+27% +$641K 0.01% 358
2025
Q4 		$2.13M Buy
28,976
+121
+0.4% +$8.91K 0.01% 440
2025
Q3 		$2.06M Buy
28,855
+1,099
+4% +$79.1K 0.01% 446
2025
Q2 		$1.95M Sell
27,756
-4,773
-15% -$320K 0.01% 423
2025
Q1 		$2.38M Sell
32,529
-1,783
-5% -$120K 0.01% 377
2024
Q4 		$2.15M Sell
34,312
-6,141
-15% -$402K 0.01% 397
2024
Q3 		$2.67M Sell
40,453
-149,125
-79% -$10.6M 0.01% 354
2024
Q2 		$13.7M Buy
189,578
+8,923
+5% +$638K 0.08% 146
2024
Q1 		$12.1M Sell
180,655
-8,228
-4% -$527K 0.07% 155
2023
Q4 		$12.4M Buy
188,883
+1,993
+1% +$131K 0.08% 142
2023
Q3 		$12M Sell
186,890
-2,957
-2% -$184K 0.09% 141
2023
Q2 		$11.5M Buy
189,847
+2,938
+2% +$176K 0.08% 147
2023
Q1 		$10.8M Buy
186,909
+1,452
+0.8% +$85.4K 0.08% 148
2022
Q4 		$10.6M Sell
185,457
-6,446
-3% -$355K 0.08% 144
2022
Q3 		$9.55M Buy
191,903
+337
+0.2% +$17.4K 0.08% 151
2022
Q2 		$10M Sell
191,566
-19,866
-9% -$1.12M 0.07% 155
2022
Q1 		$11.6M Buy
+211,432
New +$11.2M 0.07% 156

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

Scotia Capital's SHEL Position: Q1 2026 in Review

Scotia Capital increased its Shell (SHEL) stake by 27% in Q1 2026, buying an estimated $641K and bringing the position to 36,905 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #358.

Scotia Capital first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.7M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Scotia Capital held 36,905 shares of Shell worth $3.43M as of Q1 2026.
  • Scotia Capital bought 7,929 Shell shares in Q1 2026, an estimated $641K.
  • Shell made up 0.01% of Scotia Capital's portfolio in Q1 2026, its #358 holding.
  • Scotia Capital first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Scotia Capital's Shell position peaked at $13.7M in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.