Cerity Partners
SHEL icon

Cerity Partners’s Shell SHEL Stock Holding History

Cerity Partners’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 		$35.8M Buy
461,152
+29,445
+7% +$2.54M 0.04% 325
2026
Q1 		$40.1M Buy
431,707
+16,517
+4% +$1.33M 0.06% 284
2025
Q4 		$30.5M Buy
415,190
+17,662
+4% +$1.3M 0.04% 313
2025
Q3 		$28.4M Buy
397,528
+5,619
+1% +$405K 0.05% 310
2025
Q2 		$27.6M Buy
391,909
+11,312
+3% +$758K 0.05% 301
2025
Q1 		$27.9M Buy
380,597
+112
+0% +$7.54K 0.06% 272
2024
Q4 		$24.1M Sell
380,485
-3,907
-1% -$256K 0.05% 279
2024
Q3 		$25.4M Buy
384,392
+67,297
+21% +$4.77M 0.06% 270
2024
Q2 		$22.9M Sell
317,095
-7,549
-2% -$540K 0.06% 257
2024
Q1 		$21.8M Buy
324,644
+47,575
+17% +$3.05M 0.06% 277
2023
Q4 		$18.2M Buy
277,069
+93,661
+51% +$6.15M 0.06% 262
2023
Q3 		$11.8M Buy
183,408
+36,708
+25% +$2.28M 0.06% 266
2023
Q2 		$8.86M Buy
146,700
+716
+0.5% +$43K 0.03% 362
2023
Q1 		$17.8M Buy
145,984
+12,660
+9% +$745K 0.04% 250
2022
Q4 		$7.6M Buy
133,324
+54,636
+69% +$3.01M 0.05% 296
2022
Q3 		$3.92M Buy
+78,688
New +$4.05M 0.05% 275

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

Cerity Partners's SHEL Position: Q2 2026 in Review

Cerity Partners increased its Shell (SHEL) stake by 6.8% in Q2 2026, buying an estimated $2.54M and bringing the position to 461,152 shares worth $35.8M. The position accounts for 0.04% of the portfolio, ranked #325.

Cerity Partners first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $40.1M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cerity Partners held 461,152 shares of Shell worth $35.8M as of Q2 2026.
  • Cerity Partners bought 29,445 Shell shares in Q2 2026, an estimated $2.54M.
  • Shell made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #325 holding.
  • Cerity Partners first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's Shell position peaked at $40.1M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.