TD Capital Management’s Shell SHEL Stock Holding History

TD 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	$55.5K	Hold	597	–	–	0.01%	228
2025 Q4	$43.9K	Buy	597 +15	+3%	+$1.1K	﹤0.01%	249
2025 Q3	$41.7K	Hold	582	–	–	﹤0.01%	245
2025 Q2	$41K	Hold	582	–	–	﹤0.01%	237
2025 Q1	$42.6K	Buy	582 +1	+0.2%	+$67	﹤0.01%	195
2024 Q4	$36.4K	Buy	581 +31	+6%	+$2.03K	﹤0.01%	203
2024 Q3	$36.3K	Hold	550	–	–	﹤0.01%	211
2024 Q2	$39.7K	Hold	550	–	–	﹤0.01%	202
2024 Q1	$36.9K	Hold	550	–	–	﹤0.01%	207
2023 Q4	$36.2K	Hold	550	–	–	﹤0.01%	208
2023 Q3	$35.4K	Hold	550	–	–	﹤0.01%	204
2023 Q2	$33.2K	Hold	550	–	–	﹤0.01%	208
2023 Q1	$31.6K	Hold	550	–	–	﹤0.01%	207
2022 Q4	$31.3K	Hold	550	–	–	﹤0.01%	190
2022 Q3	$27K	Buy	+550	New	+$28.3K	﹤0.01%	192

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

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

TD Capital Management held its Shell (SHEL) position steady in Q1 2026 at 597 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #228.

TD Capital Management first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

TD Capital Management held 597 shares of Shell worth $55.5K as of Q1 2026.
TD Capital Management left its Shell share count unchanged in Q1 2026.
Shell made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #228 holding.
TD Capital Management first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.