SAPIENT CAPITAL LLC SHEL — SHELL PLC

Ownership history in SAPIENT CAPITAL LLC  ·  10 quarters on record

AI Ownership Summary

SAPIENT CAPITAL LLC reported SHELL PLC (SHEL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2023 Q4. The latest visible filing shows SHEL at 0.30% 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 SAPIENT CAPITAL LLC'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 Q1

SHEL was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2023 Q4

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 2026 Q1

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 SAPIENT CAPITAL LLC fund profile SAPIENT CAPITAL LLC full holdings
How SAPIENT CAPITAL LLC 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 Q1 REDUCED — — — 212,953 -19,507 -8.4% 0.30% $19.8M 2026-04-08 $92.01
2025 Q4 REDUCED — — — 232,460 -2,501 -1.1% 0.24% $17.2M 2026-02-05 $73.94
2025 Q3 REDUCED — — — 234,961 -7,825 -3.2% 0.26% $17.0M 2025-10-17 $71.24
2025 Q2 REDUCED — — — 242,786 -1,992 -0.8% 0.31% $17.1M 2025-07-09 $69.70
2025 Q1 REDUCED — — — 244,778 -67 -0.0% 0.35% $17.9M 2025-04-15 $60.36
2024 Q4 ADDED — — — 244,845 +20,332 +9.1% 0.29% $15.3M 2025-01-29 $61.62
2024 Q3 REDUCED — — — 224,513 -363 -0.2% 0.30% $14.8M 2024-10-11 $64.47
2024 Q2 REDUCED — — — 224,876 -1,673 -0.7% 0.34% $16.2M 2024-07-15 $68.03
2024 Q1 REDUCED 49.2% +9.7% ❌ 226,549 -219,174 -49.2% 0.34% $15.2M 2024-04-22 $66.86
2023 Q4 INITIATED — — — 445,723 — — 0.91% $29.3M 2024-01-29 $57.93

🏢 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% 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% Shelter Mutual Insurance Co 3Y 7Y 2.35%

FAQ About SAPIENT CAPITAL LLC and SHEL

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

How long has SAPIENT CAPITAL LLC reported owning SHEL?

SAPIENT CAPITAL LLC reported SHEL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHEL position in SAPIENT CAPITAL LLC's portfolio?

The largest reported portfolio weight for SHEL was 0.91% in 2023 Q4.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q1, when SAPIENT CAPITAL LLC reported 212,953 shares, equal to 0.30% of portfolio, with an estimated market value of $19.8M.

What does the chart on this SHEL ownership page compare?

The chart compares SAPIENT CAPITAL LLC'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 SAPIENT CAPITAL LLC time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, SAPIENT CAPITAL LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on SHEL relative to SPY over the holding period was +5.5%.

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