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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
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 $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

XY Capital's SHEL Position: Q1 2026 in Review

XY Capital opened a new position in Shell (SHEL) in Q1 2026: 17,922 shares worth $1.67M. The stake represents 1.65% of the portfolio and ranks #22 among its holdings. This is a return to the name: XY Capital previously reported a position in SHEL as recently as Q4 2022.

XY Capital first reported a position in SHEL in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.75M in Q4 2022. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • XY Capital held 17,922 shares of Shell worth $1.67M as of Q1 2026.
  • Shell was a new XY Capital position in Q1 2026.
  • Shell made up 1.65% of XY Capital's portfolio in Q1 2026, its #22 holding.
  • XY Capital first reported a position in Shell in Q4 2022 and has held it in 2 quarters since.
  • XY Capital's Shell position peaked at $2.75M in Q4 2022.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.