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SCS Capital Management’s Shell SHEL Stock Holding History

SCS 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
Q2 		$14.6M Sell
187,899
-11,117
-6% -$960K 0.14% 94
2026
Q1 		$18.5M Sell
199,016
-3,447
-2% -$279K 0.2% 65
2025
Q4 		$14.9M Buy
202,463
+248
+0.1% +$18.3K 0.16% 83
2025
Q3 		$14.5M Sell
202,215
-6,324
-3% -$455K 0.16% 87
2025
Q2 		$14.7M Buy
208,539
+165,114
+380% +$11.1M 0.16% 83
2025
Q1 		$3.18M Buy
+43,425
New +$2.93M 0.04% 149

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SCS Capital Management's SHEL Position: Q2 2026 in Review

SCS Capital Management reduced its Shell (SHEL) stake by 5.6% in Q2 2026, selling an estimated $960K and leaving 187,899 shares worth $14.6M. The position accounts for 0.14% of the portfolio, ranked #94.

SCS Capital Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.5M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • SCS Capital Management held 187,899 shares of Shell worth $14.6M as of Q2 2026.
  • SCS Capital Management sold 11,117 Shell shares in Q2 2026, an estimated $960K.
  • Shell made up 0.14% of SCS Capital Management's portfolio in Q2 2026, its #94 holding.
  • SCS Capital Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Shell position peaked at $18.5M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.