Engineers Gate Manager LP SHEL SHELL PLC

Ownership history in Engineers Gate Manager LP  ·  10 quarters on record

AI Ownership Summary

Engineers Gate Manager LP reported SHELL PLC (SHEL) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.85% in 2026 Q2. The latest visible filing shows SHEL at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Engineers Gate Manager LP's position in SHELL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHEL was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Engineers Gate Manager LP held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 840,770 +630,948 +300.7% 0.85% $65.2M 2026-08-14 $90.47
2026 Q1 ADDED 209,822 +56,003 +36.4% 0.24% $19.5M 2026-05-15 $83.86
2025 Q4 REDUCED 53.8% +27.7% 153,819 -179,163 -53.8% 0.13% $11.3M 2026-02-17 $75.86
2025 Q3 REDUCED 32.8% +3.2% 332,982 -162,654 -32.8% 0.27% $23.8M 2025-11-14 $73.74
2025 Q2 ADDED 495,636 +492,573 +16081.4% 0.43% $34.9M 2025-08-14 $69.34
2025 Q1 REDUCED 93.1% -2.9% 3,063 -41,438 -93.1% 0.00% $224K 2025-05-15 $63.65
2024 Q4 REDUCED 31.7% +18.2% 44,501 -20,685 -31.7% 0.05% $2.8M 2025-02-14 $63.40
2024 Q3 ADDED 65,186 +37,832 +138.3% 0.08% $4.3M 2024-11-14 $60.83
2024 Q2 ADDED 27,354 +6,024 +28.2% 0.04% $2.0M 2024-08-14 $66.79
2024 Q1 INITIATED 21,330 0.04% $1.4M 2024-05-15 $66.51

FAQ About Engineers Gate Manager LP and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Engineers Gate Manager LP reported owning SHEL?

Engineers Gate Manager LP reported SHEL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SHEL position in Engineers Gate Manager LP's portfolio?

The largest reported portfolio weight for SHEL was 0.85% in 2026 Q2.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q2, when Engineers Gate Manager LP reported 840,770 shares, equal to 0.85% of portfolio, with an estimated market value of $65.2M.

What does the chart on this SHEL ownership page compare?

The chart compares Engineers Gate Manager LP's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Engineers Gate Manager LP time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, Engineers Gate Manager LP correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on SHEL relative to SPY over the holding period was -4.4%.

← Back to Engineers Gate Manager LP Holdings