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SIR Capital Management’s Shell SHEL Stock Holding History

SIR 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
2025
Q3 		– Sell
-80,401
Closed -$5.66M – 98
2025
Q2 		$5.66M Sell
80,401
-57,100
-42% -$3.83M 0.51% 57
2025
Q1 		$10.1M Sell
137,501
-32,400
-19% -$2.18M 0.88% 38
2024
Q4 		$10.6M Buy
169,901
+53,300
+46% +$3.49M 1.1% 37
2024
Q3 		$7.69M Buy
116,601
+27,401
+31% +$1.94M 0.75% 40
2024
Q2 		$6.44M Buy
89,200
+2,800
+3% +$200K 0.64% 52
2024
Q1 		$5.79M Buy
86,400
+35,500
+70% +$2.27M 0.58% 50
2023
Q4 		$3.35M Sell
50,900
-287,564
-85% -$18.9M 0.34% 54
2023
Q3 		$21.8M Sell
338,464
-10,036
-3% -$625K 2.59% 13
2023
Q2 		$21M Sell
348,500
-38,000
-10% -$2.28M 2.31% 14
2023
Q1 		$22.2M Sell
386,500
-36,400
-9% -$2.14M 2.37% 10
2022
Q4 		$24.1M Buy
422,900
+106,200
+34% +$5.85M 2.53% 14
2022
Q3 		$15.8M Sell
316,700
-46,000
-13% -$2.37M 2.66% 13
2022
Q2 		$19M Buy
+362,700
New +$20.4M 2.6% 17

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SIR Capital Management's SHEL Position: Q3 2025 in Review

SIR Capital Management sold out of Shell (SHEL) in Q3 2025, closing a stake of 80,401 shares — an estimated $5.66M sold.

SIR Capital Management first reported a position in SHEL in Q2 2022 and held it in 13 quarters. The position peaked at $24.1M in Q4 2022. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • SIR Capital Management reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • SIR Capital Management sold 80,401 Shell shares in Q3 2025, an estimated $5.66M.
  • SIR Capital Management first reported a position in Shell in Q2 2022 and held it in 13 quarters.
  • SIR Capital Management's Shell position peaked at $24.1M in Q4 2022.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on SIR Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.