Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Shell SHEL Stock Holding History

Cambridge Investment Research 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 		$10.9M Buy
141,187
+3,821
+3% +$330K 0.02% 633
2026
Q1 		$12.8M Buy
137,366
+16,561
+14% +$1.34M 0.03% 526
2025
Q4 		$8.88M Sell
120,805
-1,327
-1% -$97.8K 0.02% 631
2025
Q3 		$8.74M Sell
122,132
-7,821
-6% -$563K 0.02% 631
2025
Q2 		$9.15M Buy
129,953
+3,206
+3% +$215K 0.03% 574
2025
Q1 		$9.29M Sell
126,747
-1,943
-2% -$131K 0.03% 538
2024
Q4 		$8.06M Sell
128,690
-15,145
-11% -$993K 0.03% 575
2024
Q3 		$9.49M Buy
143,835
+587
+0.4% +$41.6K 0.03% 522
2024
Q2 		$10.3M Sell
143,248
-14,491
-9% -$1.04M 0.04% 448
2024
Q1 		$10.6M Sell
157,739
-5,273
-3% -$338K 0.04% 442
2023
Q4 		$10.7M Buy
163,012
+14,326
+10% +$940K 0.05% 388
2023
Q3 		$9.57M Sell
148,686
-1,043
-0.7% -$64.9K 0.04% 394
2023
Q2 		$9.04M Buy
149,729
+9,794
+7% +$588K 0.04% 414
2023
Q1 		$8.05M Buy
139,935
+10,478
+8% +$616K 0.04% 437
2022
Q4 		$7.37M Buy
129,457
+17,969
+16% +$991K 0.04% 445
2022
Q3 		$5.55M Sell
111,488
-5,158
-4% -$266K 0.03% 521
2022
Q2 		$6.1M Sell
116,646
-20,342
-15% -$1.14M 0.03% 495
2022
Q1 		$7.53M Buy
+136,988
New +$7.27M 0.03% 477

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

Cambridge Investment Research Advisors's SHEL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Shell (SHEL) stake by 2.8% in Q2 2026, buying an estimated $330K and bringing the position to 141,187 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #633.

Cambridge Investment Research Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cambridge Investment Research Advisors held 141,187 shares of Shell worth $10.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,821 Shell shares in Q2 2026, an estimated $330K.
  • Shell made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #633 holding.
  • Cambridge Investment Research Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's Shell position peaked at $12.8M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.