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Sierra Capital’s Shell SHEL Stock Holding History

Sierra 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 		$2.42M Sell
26,016
-3,272
-11% -$264K 0.26% 79
2025
Q4 		$2.15M Sell
29,288
-3,036
-9% -$224K 0.23% 85
2025
Q3 		$2.31M Buy
32,324
+1,058
+3% +$76.2K 0.25% 89
2025
Q2 		$2.2M Buy
31,266
+551
+2% +$36.9K 0.25% 88
2025
Q1 		$2.25M Sell
30,715
-2
-0% -$135 0.27% 80
2024
Q4 		$1.92M Sell
30,717
-2,173
-7% -$142K 0.23% 89
2024
Q3 		$2.17M Sell
32,890
-2,168
-6% -$154K 0.26% 86
2024
Q2 		$2.53M Hold
35,058
– – 0.34% 72
2024
Q1 		$2.35M Buy
35,058
+2
+0% +$128 0.31% 72
2023
Q4 		$2.31M Buy
35,056
+63
+0.2% +$4.13K 0.34% 70
2023
Q3 		$2.25M Buy
34,993
+66
+0.2% +$4.11K 0.36% 68
2023
Q2 		$2.11M Buy
34,927
+59
+0.2% +$3.54K 0.33% 72
2023
Q1 		$2.01M Sell
34,868
-5,811
-14% -$342K 0.33% 70
2022
Q4 		$2.32M Buy
40,679
+154
+0.4% +$8.49K 0.4% 58
2022
Q3 		$2.02M Buy
40,525
+3,179
+9% +$164K 0.38% 60
2022
Q2 		$1.95M Buy
37,346
+103
+0.3% +$5.79K 0.35% 66
2022
Q1 		$2.05M Buy
+37,243
New +$1.98M 0.32% 71

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

Sierra Capital's SHEL Position: Q1 2026 in Review

Sierra Capital reduced its Shell (SHEL) stake by 11% in Q1 2026, selling an estimated $264K and leaving 26,016 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #79.

Sierra Capital first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.53M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sierra Capital held 26,016 shares of Shell worth $2.42M as of Q1 2026.
  • Sierra Capital sold 3,272 Shell shares in Q1 2026, an estimated $264K.
  • Shell made up 0.26% of Sierra Capital's portfolio in Q1 2026, its #79 holding.
  • Sierra Capital first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Sierra Capital's Shell position peaked at $2.53M in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.