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SCP Investment’s Shell SHEL Stock Holding History

SCP Investment’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 		$707K Sell
7,600
-19,000
-71% -$1.54M 0.78% 33
2025
Q4 		$1.95M Buy
26,600
+4,800
+22% +$354K 1.6% 14
2025
Q3 		$1.56M Buy
21,800
+5,000
+30% +$360K 1.26% 13
2025
Q2 		$1.18M Buy
16,800
+1,000
+6% +$67K 0.95% 18
2025
Q1 		$1.16M Sell
15,800
-12,000
-43% -$808K 0.99% 18
2024
Q4 		$1.74M Buy
27,800
+4,900
+21% +$321K 1.33% 12
2024
Q3 		$1.51M Sell
22,900
-5,900
-20% -$418K 1.1% 11
2024
Q2 		$2.08M Buy
28,800
+4,500
+19% +$322K 1.32% 10
2024
Q1 		$1.63M Buy
24,300
+1,500
+7% +$96.1K 1.02% 12
2023
Q4 		$1.48M Buy
22,800
+4,000
+21% +$262K 1.12% 11
2023
Q3 		$1.21M Buy
18,800
+14,200
+309% +$884K 0.92% 12
2023
Q2 		$278K Buy
4,600
+800
+21% +$48K 0.22% 20
2023
Q1 		$219K Buy
+3,800
New +$224K 0.21% 28

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

SCP Investment's SHEL Position: Q1 2026 in Review

SCP Investment reduced its Shell (SHEL) stake by 71% in Q1 2026, selling an estimated $1.54M and leaving 7,600 shares worth $707K. The position accounts for 0.78% of the portfolio, ranked #33.

SCP Investment first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q2 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SCP Investment held 7,600 shares of Shell worth $707K as of Q1 2026.
  • SCP Investment sold 19,000 Shell shares in Q1 2026, an estimated $1.54M.
  • Shell made up 0.78% of SCP Investment's portfolio in Q1 2026, its #33 holding.
  • SCP Investment first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • SCP Investment's Shell position peaked at $2.08M in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SCP Investment's 13F filing for Q1 2026, filed 12 May 2026.