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Bridgewater Advisors’s Shell SHEL Stock Holding History

Bridgewater Advisors’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 		$851K Buy
9,344
+256
+3% +$22.1K 0.05% 184
2026
Q1 		$772K Sell
9,088
-372
-4% -$30.1K 0.05% 176
2025
Q4 		$698K Sell
9,460
-58
-0.6% -$4.27K 0.05% 194
2025
Q3 		$706K Buy
9,518
+115
+1% +$8.28K 0.05% 185
2025
Q2 		$687K Sell
9,403
-15
-0.2% -$1K 0.05% 187
2025
Q1 		$617K Buy
+9,418
New +$634K 0.05% 192

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bridgewater Advisors's SHEL Position: Q2 2026 in Review

Bridgewater Advisors increased its Shell (SHEL) stake by 2.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 9,344 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #184.

Bridgewater Advisors first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bridgewater Advisors held 9,344 shares of Shell worth $851K as of Q2 2026.
  • Bridgewater Advisors bought 256 Shell shares in Q2 2026, an estimated $22.1K.
  • Shell made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #184 holding.
  • Bridgewater Advisors first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.