Calamos Advisors’s Shell SHEL Stock Holding History

Calamos 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	–	Sell	-2,533	Closed	-$236K	–	1227
2026 Q1	$236K	Buy	+2,533	New	+$205K	﹤0.01%	1088
2022 Q4	–	Sell	-119,000	Closed	-$5.92M	–	1308
2022 Q3	$5.92M	Hold	119,000	–	–	0.03%	632
2022 Q2	$6.22M	Sell	119,000 -100,000	-46%	-$5.62M	0.03%	634
2022 Q1	$12M	Buy	+219,000	New	+$11.6M	0.05%	470

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

Calamos Advisors's SHEL Position: Q2 2026 in Review

Calamos Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,533 shares — an estimated $236K sold.

Calamos Advisors first reported a position in SHEL in Q1 2022 and held it in 4 quarters. The position peaked at $12M in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Calamos Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 2,533 Shell shares in Q2 2026, an estimated $236K.
Calamos Advisors first reported a position in Shell in Q1 2022 and held it in 4 quarters.
Calamos Advisors's Shell position peaked at $12M in Q1 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.