Victrix Investment Advisors SHEL — SHELL PLC

Ownership history in Victrix Investment Advisors  ·  6 quarters on record

AI Ownership Summary

Victrix Investment Advisors reported SHELL PLC (SHEL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2024 Q4. The latest visible filing shows SHEL at 0.70% 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 Victrix Investment Advisors'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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q4

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

Time in book
Holding Window
2024 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 Victrix Investment Advisors fund profile Victrix Investment Advisors full holdings
How Victrix Investment Advisors 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,671 +790 +4.0% 0.70% $1.9M 2026-04-09 $90.27
2025 Q4 ADDED — — — 19,881 +525 +2.7% 0.57% $1.5M 2026-02-11 $78.77
2025 Q3 ADDED — — — 19,356 +1,001 +5.5% 0.76% $1.4M 2025-11-04 $71.72
2025 Q2 ADDED — — — 18,355 +225 +1.2% 0.57% $1.3M 2025-07-18 $67.68
2025 Q1 REDUCED 25.8% -2.9% ✅ 18,130 -6,311 -25.8% 0.66% $1.3M 2025-04-24 $61.98
2024 Q4 INITIATED — — — 24,441 — — 1.10% $1.5M 2025-02-14 $63.96

🏢 Other funds also holding SHEL

As of 2026 Q1 — sorted by position size

WGI DM, LLC 39.52% Standard Investments LLC 3Y 7Y 12.46% Turas Capital Management LP 9.1% Connective Portfolio Management, LLC 3Y 7.6% Foresight Global Investors, Inc. 3Y 5.82% Drum Hill Capital, LLC 4.99% ABC ARBITRAGE SA 4.92% PENN DAVIS MCFARLAND INC 3Y 7Y 4.52% MILFORD FUNDS LTD 4.31% Mawer Investment Management Ltd. 3Y 7Y 4.29%

FAQ About Victrix Investment Advisors and SHEL

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

How long has Victrix Investment Advisors reported owning SHEL?

Victrix Investment Advisors reported SHEL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SHEL position in Victrix Investment Advisors's portfolio?

The largest reported portfolio weight for SHEL was 1.10% in 2024 Q4.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q1, when Victrix Investment Advisors reported 20,671 shares, equal to 0.70% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SHEL ownership page compare?

The chart compares Victrix Investment Advisors'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 Victrix Investment Advisors time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, Victrix Investment Advisors correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SHEL relative to SPY over the holding period was +21.3%.

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