YIH
SHEL icon

Y-Intercept (HK)’s Shell SHEL Stock Holding History

Y-Intercept (HK)’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 		$4.1M Sell
52,914
-25,145
-32% -$2.17M 0.08% 349
2026
Q1 		$7.26M Sell
78,059
-63,759
-45% -$5.15M 0.14% 198
2025
Q4 		$10.4M Sell
141,818
-15,719
-10% -$1.16M 0.23% 62
2025
Q3 		$11.3M Buy
157,537
+32,245
+26% +$2.32M 0.27% 55
2025
Q2 		$8.82M Buy
125,292
+39,477
+46% +$2.65M 0.22% 90
2025
Q1 		$6.29M Buy
85,815
+75,781
+755% +$5.11M 0.43% 33
2024
Q4 		$629K Buy
+10,034
New +$658K 0.04% 623
2024
Q3 		– Sell
-22,255
Closed -$1.61M – 1756
2024
Q2 		$1.61M Sell
22,255
-43,532
-66% -$3.11M 0.09% 314
2024
Q1 		$4.41M Buy
65,787
+56,414
+602% +$3.61M 0.33% 46
2023
Q4 		$617K Sell
9,373
-37,331
-80% -$2.45M 0.06% 503
2023
Q3 		$3.01M Buy
46,704
+25,810
+124% +$1.61M 0.29% 64
2023
Q2 		$1.26M Buy
+20,894
New +$1.25M 0.13% 214

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Y-Intercept (HK)'s SHEL Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Shell (SHEL) stake by 32% in Q2 2026, selling an estimated $2.17M and leaving 52,914 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #349.

Y-Intercept (HK) first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q3 2025. 368 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Y-Intercept (HK) held 52,914 shares of Shell worth $4.1M as of Q2 2026.
  • Y-Intercept (HK) sold 25,145 Shell shares in Q2 2026, an estimated $2.17M.
  • Shell made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #349 holding.
  • Y-Intercept (HK) first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
  • Y-Intercept (HK)'s Shell position peaked at $11.3M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.