CCMG
SHEL icon

Clark Capital Management Group’s Shell SHEL Stock Holding History

Clark Capital Management Group’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 		$63.4M Buy
817,200
+242,938
+42% +$21M 0.35% 88
2026
Q1 		$53.4M Buy
+574,262
New +$46.4M 0.33% 96
2025
Q2 		– Sell
-3,766
Closed -$276K – 465
2025
Q1 		$276K Sell
3,766
-552,473
-99% -$37.2M ﹤0.01% 385
2024
Q4 		$34.8M Buy
556,239
+552,412
+14,435% +$36.2M 0.24% 122
2024
Q3 		$252K Buy
3,827
+400
+12% +$28.3K ﹤0.01% 381
2024
Q2 		$247K Buy
+3,427
New +$245K ﹤0.01% 362

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

Clark Capital Management Group's SHEL Position: Q2 2026 in Review

Clark Capital Management Group increased its Shell (SHEL) stake by 42% in Q2 2026, buying an estimated $21M and bringing the position to 817,200 shares worth $63.4M. The position accounts for 0.35% of the portfolio, ranked #88.

Clark Capital Management Group first reported a position in SHEL in Q2 2024 and has held it in 6 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Clark Capital Management Group held 817,200 shares of Shell worth $63.4M as of Q2 2026.
  • Clark Capital Management Group bought 242,938 Shell shares in Q2 2026, an estimated $21M.
  • Shell made up 0.35% of Clark Capital Management Group's portfolio in Q2 2026, its #88 holding.
  • Clark Capital Management Group first reported a position in Shell in Q2 2024 and has held it in 6 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.