KLINGENSTEIN FIELDS & CO LP SHEL — SHELL PLC

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  16 quarters on record

AI Ownership Summary

KLINGENSTEIN FIELDS & CO LP reported SHELL PLC (SHEL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q1. The latest visible filing shows SHEL at 0.65% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLINGENSTEIN FIELDS & CO 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
2025 Q4

SHEL was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

SHEL stock page KLINGENSTEIN FIELDS & CO LP fund profile KLINGENSTEIN FIELDS & CO LP full holdings
How KLINGENSTEIN FIELDS & CO 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 234,652 -1,586 -0.7% 0.65% $17.2M 2026-02-14 (Est.) $78.04
2025 Q3 REDUCED — — — 236,238 -267 -0.1% 0.64% $16.9M 2025-11-14 $75.06
2025 Q2 REDUCED — — — 236,505 -5,062 -2.1% 0.66% $16.7M 2025-07-30 $69.69
2025 Q1 ADDED — — — 241,567 +1,447 +0.6% 0.75% $17.7M 2025-04-28 $63.47
2024 Q4 ADDED — — — 240,120 +1,074 +0.4% 0.61% $15.0M 2025-01-30 $63.40
2024 Q3 ADDED — — — 239,046 +993 +0.4% 0.63% $15.8M 2024-10-29 $61.44
2024 Q2 ADDED — — — 238,053 +713 +0.3% 0.71% $17.2M 2024-08-01 $68.01
2024 Q1 ADDED — — — 237,340 +307 +0.1% 0.66% $15.9M 2024-04-29 $67.54
2023 Q4 ADDED — — — 237,033 +3,720 +1.6% 0.70% $15.6M 2024-02-01 $58.54
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHEL

As of 2026 Q1 — sorted by position size

Connective Portfolio Management, LLC 3Y 7.6% Drum Hill Capital, LLC 4.99% ABC ARBITRAGE SA 4.92% PENN DAVIS MCFARLAND INC 3Y 7Y 4.52% Mawer Investment Management Ltd. 3Y 7Y 4.29% Israel Discount Bank of New York 3Y 7Y 3.96% Eastover Investment Advisors LLC 3Y 7Y 3.91% Eldred Rock Partners, LLC 3.87% Hikari Power Ltd 3Y 7Y 2.77% Allied Investment Advisors, LLC 3Y 7Y 2.67%

FAQ About KLINGENSTEIN FIELDS & CO 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 KLINGENSTEIN FIELDS & CO LP reported owning SHEL?

KLINGENSTEIN FIELDS & CO LP reported SHEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHEL position in KLINGENSTEIN FIELDS & CO LP's portfolio?

The largest reported portfolio weight for SHEL was 0.75% in 2025 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q4, when KLINGENSTEIN FIELDS & CO LP reported 234,652 shares, equal to 0.65% of portfolio, with an estimated market value of $17.2M.

What does the chart on this SHEL ownership page compare?

The chart compares KLINGENSTEIN FIELDS & CO 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 KLINGENSTEIN FIELDS & CO LP time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, KLINGENSTEIN FIELDS & CO LP correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on SHEL relative to SPY over the holding period was -0.4%.

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