Calamos Advisors
SHEL icon

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
2022
Q4 		– Sell
-188,500
Closed -$9.38M – 1309
2022
Q3 		$9.38M Buy
188,500
+120,000
+175% +$6.18M 0.04% 507
2022
Q2 		$3.58M Buy
+68,500
New +$3.85M 0.02% 803

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

Calamos Advisors's SHEL Position: Q1 2026 in Review

Calamos Advisors opened a new position in Shell (SHEL) in Q1 2026: 2,533 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in SHEL as recently as Q3 2022.

Calamos Advisors first reported a position in SHEL in Q1 2022 and has held it in 4 quarters since. The position peaked at $12M in Q1 2022. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Calamos Advisors held 2,533 shares of Shell worth $236K as of Q1 2026.
  • Shell was a new Calamos Advisors position in Q1 2026.
  • Shell made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #1088 holding.
  • Calamos Advisors first reported a position in Shell in Q1 2022 and has held it in 4 quarters since.
  • Calamos Advisors's Shell position peaked at $12M in Q1 2022.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.