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Axiom Investment Management’s Shell SHEL Stock Holding History

Axiom Investment 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
Q1 		$57.2K Buy
+615
New +$49.7K 0.04% 197
2022
Q4 		– Sell
-215
Closed -$10K – 368
2022
Q3 		$10K Buy
+215
New +$11.1K 0.02% 259

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axiom Investment Management's SHEL Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Shell (SHEL) in Q1 2026: 615 shares worth $57.2K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in SHEL as recently as Q3 2022.

Axiom Investment Management first reported a position in SHEL in Q3 2022 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Axiom Investment Management held 615 shares of Shell worth $57.2K as of Q1 2026.
  • Shell was a new Axiom Investment Management position in Q1 2026.
  • Shell made up 0.04% of Axiom Investment Management's portfolio in Q1 2026, its #197 holding.
  • Axiom Investment Management first reported a position in Shell in Q3 2022 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.