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Syon Capital’s Shell SHEL Stock Holding History

Syon 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 		$1.19M Buy
12,829
+1,230
+11% +$99.4K 0.06% 254
2025
Q4 		$852K Buy
11,599
+889
+8% +$65.5K 0.04% 358
2025
Q3 		$766K Sell
10,710
-1,520
-12% -$109K 0.04% 331
2025
Q2 		$861K Sell
12,230
-1,744
-12% -$117K 0.06% 242
2025
Q1 		$1.02M Sell
13,974
-963
-6% -$64.9K 0.08% 181
2024
Q4 		$936K Buy
14,937
+353
+2% +$23.1K 0.08% 167
2024
Q3 		$962K Buy
14,584
+2,306
+19% +$163K 0.09% 172
2024
Q2 		$886K Buy
12,278
+633
+5% +$45.2K 0.08% 171
2024
Q1 		$781K Sell
11,645
-11,045
-49% -$708K 0.07% 197
2023
Q4 		$1.49M Buy
22,690
+12,147
+115% +$797K 0.06% 191
2023
Q3 		$679K Buy
+10,543
New +$656K 0.08% 143

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

Syon Capital's SHEL Position: Q1 2026 in Review

Syon Capital increased its Shell (SHEL) stake by 11% in Q1 2026, buying an estimated $99.4K and bringing the position to 12,829 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #254.

Syon Capital first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Syon Capital held 12,829 shares of Shell worth $1.19M as of Q1 2026.
  • Syon Capital bought 1,230 Shell shares in Q1 2026, an estimated $99.4K.
  • Shell made up 0.06% of Syon Capital's portfolio in Q1 2026, its #254 holding.
  • Syon Capital first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Shell position peaked at $1.49M in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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