SPX Gestao de Recursos’s Shell SHEL Stock Holding History

SPX Gestao de Recursos’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	$4.86M	Buy	+52,300	New	+$4.23M	0.4%	36
2025 Q4	–	Sell	-12,198	Closed	-$873K	–	132
2025 Q3	$873K	Buy	+12,198	New	+$878K	0.07%	107
2025 Q2	–	Sell	-76,600	Closed	-$5.61M	–	142
2025 Q1	$5.61M	Buy	+76,600	New	+$5.16M	0.72%	39
2024 Q2	–	Sell	-210,680	Closed	-$14.1M	–	94
2024 Q1	$14.1M	Buy	210,680 +104,160	+98%	+$6.67M	1.23%	21
2023 Q4	$7.01M	Sell	106,520 -394,630	-79%	-$25.9M	0.54%	31
2023 Q3	$32.3M	Buy	+501,150	New	+$31.2M	1.7%	10
2023 Q1	–	Sell	-776,092	Closed	-$44.2M	–	82
2022 Q4	$44.2M	Sell	776,092 -25,159	-3%	-$1.39M	4.77%	4
2022 Q3	$39.9M	Buy	801,251 +40,712	+5%	+$2.1M	3.69%	5
2022 Q2	$39.8M	Buy	+760,539	New	+$42.7M	5.46%	3

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SPX Gestao de Recursos's SHEL Position: Q1 2026 in Review

SPX Gestao de Recursos opened a new position in Shell (SHEL) in Q1 2026: 52,300 shares worth $4.86M. The stake represents 0.4% of the portfolio and ranks #36 among its holdings. This is a return to the name: SPX Gestao de Recursos previously reported a position in SHEL as recently as Q3 2025.

SPX Gestao de Recursos first reported a position in SHEL in Q2 2022 and has held it in 9 quarters since. The position peaked at $44.2M in Q4 2022. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

SPX Gestao de Recursos held 52,300 shares of Shell worth $4.86M as of Q1 2026.
Shell was a new SPX Gestao de Recursos position in Q1 2026.
Shell made up 0.4% of SPX Gestao de Recursos's portfolio in Q1 2026, its #36 holding.
SPX Gestao de Recursos first reported a position in Shell in Q2 2022 and has held it in 9 quarters since.
SPX Gestao de Recursos's Shell position peaked at $44.2M in Q4 2022.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SPX Gestao de Recursos's 13F filing for Q1 2026, filed 6 May 2026.