CG
SHEL icon

Clarus Group’s Shell SHEL Stock Holding History

Clarus 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
Q1 		$301K Buy
3,235
+8
+0.2% +$646 0.11% 81
2025
Q4 		$237K Buy
3,227
+9
+0.3% +$663 0.09% 92
2025
Q3 		$230K Sell
3,218
-91
-3% -$6.55K 0.08% 92
2025
Q2 		$233K Buy
3,309
+10
+0.3% +$670 0.09% 91
2025
Q1 		$242K Buy
3,299
+9
+0.3% +$606 0.09% 87
2024
Q4 		$206K Buy
3,290
+11
+0.3% +$721 0.07% 99
2024
Q3 		$216K Buy
3,279
+9
+0.3% +$637 0.09% 101
2024
Q2 		$236K Sell
3,270
-3,219
-50% -$230K 0.1% 101
2024
Q1 		$435K Buy
6,489
+25
+0.4% +$1.6K 0.3% 56
2023
Q4 		$425K Sell
6,464
-3,191
-33% -$209K 0.32% 57
2023
Q3 		$622K Buy
9,655
+209
+2% +$13K 0.45% 41
2023
Q2 		$570K Buy
9,446
+8
+0.1% +$480 0.42% 40
2023
Q1 		$543K Buy
9,438
+9
+0.1% +$529 0.51% 33
2022
Q4 		$537K Sell
9,429
-5,905
-39% -$326K 0.47% 35
2022
Q3 		$763K Buy
15,334
+8
+0.1% +$412 0.7% 28
2022
Q2 		$801K Sell
15,326
-1,692
-10% -$95.1K 0.67% 25
2022
Q1 		$935K Buy
+17,018
New +$903K 0.64% 24

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

Clarus Group's SHEL Position: Q1 2026 in Review

Clarus Group increased its Shell (SHEL) stake by 0.25% in Q1 2026, buying an estimated $646 and bringing the position to 3,235 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #81.

Clarus Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $935K in Q1 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Clarus Group held 3,235 shares of Shell worth $301K as of Q1 2026.
  • Clarus Group bought 8 Shell shares in Q1 2026, an estimated $646.
  • Shell made up 0.11% of Clarus Group's portfolio in Q1 2026, its #81 holding.
  • Clarus Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Clarus Group's Shell position peaked at $935K in Q1 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.