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Templeton & Phillips Capital Management’s Shell SHEL Stock Holding History

Templeton & Phillips 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 		$456K Buy
+4,900
New +$396K 0.37% 26
2023
Q4 		– Sell
-9,430
Closed -$607K – 31
2023
Q3 		$607K Buy
+9,430
New +$587K 0.64% 14

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

Templeton & Phillips Capital Management's SHEL Position: Q1 2026 in Review

Templeton & Phillips Capital Management opened a new position in Shell (SHEL) in Q1 2026: 4,900 shares worth $456K. The stake represents 0.37% of the portfolio and ranks #26 among its holdings. This is a return to the name: Templeton & Phillips Capital Management previously reported a position in SHEL as recently as Q3 2023.

Templeton & Phillips Capital Management first reported a position in SHEL in Q3 2023 and has held it in 2 quarters since. The position peaked at $607K in Q3 2023. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Templeton & Phillips Capital Management held 4,900 shares of Shell worth $456K as of Q1 2026.
  • Shell was a new Templeton & Phillips Capital Management position in Q1 2026.
  • Shell made up 0.37% of Templeton & Phillips Capital Management's portfolio in Q1 2026, its #26 holding.
  • Templeton & Phillips Capital Management first reported a position in Shell in Q3 2023 and has held it in 2 quarters since.
  • Templeton & Phillips Capital Management's Shell position peaked at $607K in Q3 2023.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2026, filed 6 May 2026.