Private Capital's SHEL Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 3,500 shares of Shell plc (SHEL) worth $250,355, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 3,024 shares. Largest reduction occurred in Q3 2025, reducing 7,000 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +6,000 | New Buy | 6,000 | $57.54 |
| Q2 2023 | +3,024 | Add 50.40% | 9,024 | $60.38 |
| Q3 2024 | +1,476 | Add 16.36% | 10,500 | $65.95 |
| Q3 2025 | -7,000 | Reduce 66.67% | 3,500 | $71.53 |
Private Capital's Shell plc Investment FAQs
Private Capital first purchased Shell plc (SHEL) in Q1 2023, acquiring 6,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Shell plc (SHEL) for 11 quarters since Q1 2023.
Private Capital's largest addition to Shell plc (SHEL) was in Q1 2023, adding 6,000 shares worth $345,240.
According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 3,500 shares of Shell plc (SHEL), valued at approximately $250,355.
As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.02% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Shell plc (SHEL) was 10,500 shares, as reported at the end of Q3 2024.