Balyasny Asset Management
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Balyasny Asset Management’s Shell SHEL Stock Holding History

Balyasny 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
Q1 		$986K Sell
10,600
-13,200
-55% -$1.07M ﹤0.01% 2085
2025
Q4 		$1.75M Buy
+23,800
New +$1.75M ﹤0.01% 1935
2024
Q3 		– Sell
-251,900
Closed -$18.2M – 3123
2024
Q2 		$18.2M Buy
251,900
+1,500
+0.6% +$107K 0.03% 638
2024
Q1 		$16.8M Buy
+250,400
New +$16M 0.03% 704

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

Balyasny Asset Management's SHEL Position: Q1 2026 in Review

Balyasny Asset Management reduced its Shell (SHEL) stake by 38% in Q1 2026, selling an estimated $178K and leaving 3,524 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Balyasny Asset Management first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $140M in Q1 2023. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Balyasny Asset Management held 3,524 shares of Shell worth $328K as of Q1 2026.
  • Balyasny Asset Management sold 2,203 Shell shares in Q1 2026, an estimated $178K.
  • Shell made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2529 holding.
  • Balyasny Asset Management first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • Balyasny Asset Management's Shell position peaked at $140M in Q1 2023.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.