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XY Capital’s Shell SHEL Stock Holding History

XY 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 		$3.32M Buy
42,854
+24,932
+139% +$2.15M 3.21% 10
2026
Q1 		$1.67M Buy
+17,922
New +$1.45M 1.65% 22
2023
Q1 		– Sell
-48,275
Closed -$2.75M – 119
2022
Q4 		$2.75M Buy
+48,275
New +$2.66M 1.8% 12

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

XY Capital's SHEL Position: Q2 2026 in Review

XY Capital increased its Shell (SHEL) stake by 139% in Q2 2026, buying an estimated $2.15M and bringing the position to 42,854 shares worth $3.32M. The position accounts for 3.21% of the portfolio, ranked #10.

XY Capital first reported a position in SHEL in Q4 2022 and has held it in 3 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • XY Capital held 42,854 shares of Shell worth $3.32M as of Q2 2026.
  • XY Capital bought 24,932 Shell shares in Q2 2026, an estimated $2.15M.
  • Shell made up 3.21% of XY Capital's portfolio in Q2 2026, its #10 holding.
  • XY Capital first reported a position in Shell in Q4 2022 and has held it in 3 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.