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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
Q2 		$252K Buy
3,245
+10
+0.3% +$863 0.09% 98
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 $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

Clarus Group's SHEL Position: Q2 2026 in Review

Clarus Group increased its Shell (SHEL) stake by 0.31% in Q2 2026, buying an estimated $863 and bringing the position to 3,245 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #98.

Clarus Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $935K in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Clarus Group held 3,245 shares of Shell worth $252K as of Q2 2026.
  • Clarus Group bought 10 Shell shares in Q2 2026, an estimated $863.
  • Shell made up 0.09% of Clarus Group's portfolio in Q2 2026, its #98 holding.
  • Clarus Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Clarus Group's Shell position peaked at $935K in Q1 2022.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.