Raleigh Capital Management Inc. SHEL — SHELL PLC

Ownership history in Raleigh Capital Management Inc.  ·  10 quarters on record

AI Ownership Summary

Raleigh Capital Management Inc. reported SHELL PLC (SHEL) in 10 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.9% in 2026 Q3. The latest visible filing shows SHEL at 0.90% 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 Raleigh Capital Management Inc.'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 Q3

SHEL was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q3

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 Raleigh Capital Management Inc. 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 30,404 +30,368 +84355.6% 0.90% $2.9M 2026-10-28 $105.19
2026 Q1 REDUCED 91.9% -16.6% ✅ 36 -406 -91.9% 0.00% $3K 2026-04-28 $86.05
2025 Q2 ADDED — — — 442 +212 +92.2% 0.01% $31K 2025-07-17 $67.15
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Raleigh Capital Management Inc. and SHEL

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

How long has Raleigh Capital Management Inc. reported owning SHEL?

Raleigh Capital Management Inc. reported SHEL across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported SHEL position in Raleigh Capital Management Inc.'s portfolio?

The largest reported portfolio weight for SHEL was 0.90% in 2026 Q3.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q3, when Raleigh Capital Management Inc. reported 30,404 shares, equal to 0.90% of portfolio, with an estimated market value of $2.9M.

What does the chart on this SHEL ownership page compare?

The chart compares Raleigh Capital Management Inc.'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 Raleigh Capital Management Inc. time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, Raleigh Capital Management Inc. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on SHEL relative to SPY over the holding period was +5.0%.

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