1832 Asset Management’s Shell SHEL Stock Holding History

1832 Asset Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5M	Buy	200,072 +1,833	+0.9%	+$158K	0.01%	336
2026 Q1	$18.4M	Buy	198,239 +30,393	+18%	+$2.46M	0.02%	307
2025 Q4	$12.3M	Sell	167,846 -19,041	-10%	-$1.4M	0.01%	347
2025 Q3	$13.4M	Sell	186,887 -41,000	-18%	-$2.95M	0.01%	314
2025 Q2	$16M	Sell	227,887 -6,659	-3%	-$446K	0.01%	283
2025 Q1	$17.2M	Buy	234,546 +190	+0.1%	+$12.8K	0.02%	297
2024 Q4	$14.7M	Sell	234,356 -475,569	-67%	-$31.2M	0.01%	291
2024 Q3	$46.8M	Buy	709,925 +4,154	+0.6%	+$294K	0.04%	218
2024 Q2	$50.9M	Buy	705,771 +457,344	+184%	+$32.7M	0.04%	194
2024 Q1	$16.7M	Sell	248,427 -29,251	-11%	-$1.87M	0.01%	286
2023 Q4	$18.3M	Sell	277,678 -52,841	-16%	-$3.47M	0.03%	261
2023 Q3	$21.3M	Sell	330,519 -489,258	-60%	-$30.5M	0.03%	244
2023 Q2	$49.5M	Sell	819,777 -8,713	-1%	-$523K	0.06%	181
2023 Q1	$47.7M	Buy	+828,490	New	+$48.7M	0.07%	186
2022 Q2	–	Sell	-289,700	Closed	-$15.7M	–	947
2022 Q1	$15.7M	Buy	+289,700	New	+$15.4M	0.02%	339

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

1832 Asset Management's SHEL Position: Q2 2026 in Review

1832 Asset Management increased its Shell (SHEL) stake by 0.92% in Q2 2026, buying an estimated $158K and bringing the position to 200,072 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #336.

1832 Asset Management first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $50.9M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

1832 Asset Management held 200,072 shares of Shell worth $15.5M as of Q2 2026.
1832 Asset Management bought 1,833 Shell shares in Q2 2026, an estimated $158K.
Shell made up 0.01% of 1832 Asset Management's portfolio in Q2 2026, its #336 holding.
1832 Asset Management first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
1832 Asset Management's Shell position peaked at $50.9M in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.