CI Investments Inc
SHEL icon

CI Investments Inc’s Shell SHEL Stock Holding History

CI Investments Inc’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
Q1 		$7.89M Sell
84,875
-10,532
-11% -$851K 0.04% 244
2025
Q4 		$7.01M Sell
95,407
-2,523
-3% -$186K 0.03% 258
2025
Q3 		$7M Sell
97,930
-14,510
-13% -$1.04M 0.03% 254
2025
Q2 		$7.92M Sell
112,440
-45
-0% -$3.02K 0.03% 250
2025
Q1 		$8.24M Sell
112,485
-27,999
-20% -$1.89M 0.03% 237
2024
Q4 		$8.8M Sell
140,484
-59,761
-30% -$3.92M 0.03% 246
2024
Q3 		$13.2M Sell
200,245
-11,941
-6% -$846K 0.05% 206
2024
Q2 		$15.3M Sell
212,186
-11,141
-5% -$796K 0.06% 186
2024
Q1 		$15M Sell
223,327
-132,248
-37% -$8.47M 0.06% 197
2023
Q4 		$23.4M Sell
355,575
-35,930
-9% -$2.36M 0.12% 154
2023
Q3 		$25.2M Sell
391,505
-20,060
-5% -$1.25M 0.14% 141
2023
Q2 		$24.9M Sell
411,565
-21,436
-5% -$1.29M 0.13% 145
2023
Q1 		$24.9M Sell
433,001
-22,932
-5% -$1.35M 0.13% 157
2022
Q4 		$26M Buy
455,933
+5,641
+1% +$311K 0.13% 143
2022
Q3 		$22.4M Sell
450,292
-98,791
-18% -$5.09M 0.12% 155
2022
Q2 		$28.7M Buy
+549,083
New +$30.8M 0.13% 146

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CI Investments Inc's SHEL Position: Q1 2026 in Review

CI Investments Inc reduced its Shell (SHEL) stake by 11% in Q1 2026, selling an estimated $851K and leaving 84,875 shares worth $7.89M. The position accounts for 0.04% of the portfolio, ranked #244.

CI Investments Inc first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $28.7M in Q2 2022. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • CI Investments Inc held 84,875 shares of Shell worth $7.89M as of Q1 2026.
  • CI Investments Inc sold 10,532 Shell shares in Q1 2026, an estimated $851K.
  • Shell made up 0.04% of CI Investments Inc's portfolio in Q1 2026, its #244 holding.
  • CI Investments Inc first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • CI Investments Inc's Shell position peaked at $28.7M in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.