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Stamos Capital Partners’s Shell SHEL Stock Holding History

Stamos Capital Partners’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 		$3.92M Sell
42,196
-65,384
-61% -$5.28M 0.61% 52
2025
Q4 		$7.9M Sell
107,580
-15,778
-13% -$1.16M 1.27% 14
2025
Q3 		$8.82M Sell
123,358
-68,976
-36% -$4.97M 1.66% 12
2025
Q2 		$13.5M Buy
192,334
+78,724
+69% +$5.28M 2.43% 7
2025
Q1 		$8.33M Sell
113,610
-88,790
-44% -$5.98M 2.18% 3
2024
Q4 		$12.7M Buy
202,400
+34,720
+21% +$2.28M 2.98% 3
2024
Q3 		$11.1M Buy
167,680
+6,670
+4% +$472K 2.6% 5
2024
Q2 		$11.6M Sell
161,010
-9,220
-5% -$659K 2.47% 2
2024
Q1 		$11.4M Sell
170,230
-3,310
-2% -$212K 2.59% 4
2023
Q4 		$11.4M Buy
173,540
+17,810
+11% +$1.17M 3.1% 2
2023
Q3 		$10M Sell
155,730
-13,270
-8% -$826K 2.23% 7
2023
Q2 		$10.2M Buy
169,000
+16,120
+11% +$967K 2.39% 5
2023
Q1 		$8.8M Buy
152,880
+16,880
+12% +$993K 2.27% 7
2022
Q4 		$7.75M Sell
136,000
-97,250
-42% -$5.36M 2.45% 5
2022
Q3 		$11.6M Buy
233,250
+33,350
+17% +$1.72M 2.95% 2
2022
Q2 		$10.5M Buy
+199,900
New +$11.2M 3.16% 6

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

Stamos Capital Partners's SHEL Position: Q1 2026 in Review

Stamos Capital Partners reduced its Shell (SHEL) stake by 61% in Q1 2026, selling an estimated $5.28M and leaving 42,196 shares worth $3.92M. The position accounts for 0.61% of the portfolio, ranked #52.

Stamos Capital Partners first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q2 2025. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Stamos Capital Partners held 42,196 shares of Shell worth $3.92M as of Q1 2026.
  • Stamos Capital Partners sold 65,384 Shell shares in Q1 2026, an estimated $5.28M.
  • Shell made up 0.61% of Stamos Capital Partners's portfolio in Q1 2026, its #52 holding.
  • Stamos Capital Partners first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Stamos Capital Partners's Shell position peaked at $13.5M in Q2 2025.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.