Tacita Capital’s Shell SHEL Stock Holding History

Tacita 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 Q2	$58.4K	Hold	753	–	–	0.03%	134
2026 Q1	$70K	Hold	753	–	–	0.04%	124
2025 Q4	$55.3K	Hold	753	–	–	0.03%	139
2025 Q3	$53.9K	Hold	753	–	–	0.03%	137
2025 Q2	$53K	Buy	753 +430	+133%	+$28.8K	0.03%	134
2025 Q1	$23.7K	Hold	323	–	–	0.02%	169
2024 Q4	$20.2K	Hold	323	–	–	0.01%	170
2024 Q3	$21.3K	Hold	323	–	–	0.01%	165
2024 Q2	$23.3K	Hold	323	–	–	0.02%	172
2024 Q1	$21.7K	Hold	323	–	–	0.02%	174
2023 Q4	$21.3K	Buy	+323	New	+$21.2K	0.02%	174

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tacita Capital's SHEL Position: Q2 2026 in Review

Tacita Capital held its Shell (SHEL) position steady in Q2 2026 at 753 shares worth $58.4K. The position accounts for 0.03% of the portfolio, ranked #134.

Tacita Capital first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $70K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tacita Capital held 753 shares of Shell worth $58.4K as of Q2 2026.
Tacita Capital left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Tacita Capital's portfolio in Q2 2026, its #134 holding.
Tacita Capital first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Tacita Capital's Shell position peaked at $70K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.