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SOL Capital Management’s Shell SHEL Stock Holding History

SOL 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
Q1 		– Sell
-14,698
Closed -$1.08M – 260
2025
Q4 		$1.08M Sell
14,698
-510
-3% -$37.6K 0.1% 168
2025
Q3 		$1.09M Sell
15,208
-22
-0.1% -$1.58K 0.1% 166
2025
Q2 		$1.07M Buy
15,230
+42
+0.3% +$2.81K 0.1% 165
2025
Q1 		$1.11M Sell
15,188
-640
-4% -$43.1K 0.12% 151
2024
Q4 		$992K Sell
15,828
-1,700
-10% -$111K 0.11% 156
2024
Q3 		$1.16M Sell
17,528
-125
-0.7% -$8.85K 0.13% 154
2024
Q2 		$1.27M Sell
17,653
-250
-1% -$17.9K 0.15% 137
2024
Q1 		$1.2M Sell
17,903
-50
-0.3% -$3.2K 0.15% 144
2023
Q4 		$1.18M Sell
17,953
-1,500
-8% -$98.4K 0.16% 140
2023
Q3 		$1.25M Sell
19,453
-1,175
-6% -$73.1K 0.19% 127
2023
Q2 		$1.25M Sell
20,628
-325
-2% -$19.5K 0.19% 131
2023
Q1 		$1.21M Sell
20,953
-470
-2% -$27.7K 0.2% 128
2022
Q4 		$1.22M Sell
21,423
-250
-1% -$13.8K 0.22% 123
2022
Q3 		$1.08M Sell
21,673
-230
-1% -$11.9K 0.22% 116
2022
Q2 		$1.15M Sell
21,903
-20
-0.1% -$1.12K 0.23% 117
2022
Q1 		$1.2M Buy
+21,923
New +$1.16M 0.22% 118

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SOL Capital Management's SHEL Position: Q1 2026 in Review

SOL Capital Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 14,698 shares — an estimated $1.08M sold.

SOL Capital Management first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $1.27M in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SOL Capital Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 14,698 Shell shares in Q1 2026, an estimated $1.08M.
  • SOL Capital Management first reported a position in Shell in Q1 2022 and held it in 16 quarters.
  • SOL Capital Management's Shell position peaked at $1.27M in Q2 2024.
  • 1,594 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.