ClearBridge Investments
SHEL icon

ClearBridge Investments’s Shell SHEL Stock Holding History

ClearBridge Investments’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 		$5.97M Sell
76,951
-2,646
-3% -$228K ﹤0.01% 555
2026
Q1 		$7.4M Sell
79,597
-1,616
-2% -$131K 0.01% 507
2025
Q4 		$5.97M Sell
81,213
-1,407
-2% -$104K ﹤0.01% 562
2025
Q3 		$5.91M Buy
82,620
+1,076
+1% +$77.5K ﹤0.01% 580
2025
Q2 		$5.74M Sell
81,544
-1,824
-2% -$122K ﹤0.01% 557
2025
Q1 		$6.11M Buy
83,368
+2,964
+4% +$200K 0.01% 549
2024
Q4 		$5.04M Sell
80,404
-10,097
-11% -$662K ﹤0.01% 580
2024
Q3 		$5.97M Buy
90,501
+259
+0.3% +$18.3K ﹤0.01% 570
2024
Q2 		$6.51M Buy
90,242
+610
+0.7% +$43.6K 0.01% 570
2024
Q1 		$6.01M Buy
89,632
+101
+0.1% +$6.47K ﹤0.01% 579
2023
Q4 		$5.89M Sell
89,531
-1,892
-2% -$124K 0.01% 574
2023
Q3 		$5.89M Buy
91,423
+2,440
+3% +$152K 0.01% 537
2023
Q2 		$5.37M Buy
88,983
+2,651
+3% +$159K ﹤0.01% 552
2023
Q1 		$4.97M Sell
86,332
-2,242
-3% -$132K ﹤0.01% 549
2022
Q4 		$5.04M Sell
88,574
-647
-0.7% -$35.7K 0.01% 560
2022
Q3 		$4.44M Sell
89,221
-1,420
-2% -$73.2K ﹤0.01% 576
2022
Q2 		$4.74M Sell
90,641
-4,147
-4% -$233K ﹤0.01% 579
2022
Q1 		$5.21M Buy
+94,788
New +$5.03M ﹤0.01% 594

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

ClearBridge Investments's SHEL Position: Q2 2026 in Review

ClearBridge Investments reduced its Shell (SHEL) stake by 3.3% in Q2 2026, selling an estimated $228K and leaving 76,951 shares worth $5.97M. The position accounts for ﹤0.01% of the portfolio, ranked #555.

ClearBridge Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.4M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • ClearBridge Investments held 76,951 shares of Shell worth $5.97M as of Q2 2026.
  • ClearBridge Investments sold 2,646 Shell shares in Q2 2026, an estimated $228K.
  • Shell made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #555 holding.
  • ClearBridge Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • ClearBridge Investments's Shell position peaked at $7.4M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.