Cliff Asness’s Shell SHEL Stock Holding History

Cliff Asness’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	$28M	Buy	360,670 +192,859	+115%	+$16.6M	0.01%	1044
2026 Q1	$15.6M	Buy	167,811 +79,658	+90%	+$6.44M	0.01%	1132
2025 Q4	$6.48M	Buy	88,153 +22,274	+34%	+$1.64M	﹤0.01%	1422
2025 Q3	$4.71M	Buy	65,879 +17,692	+37%	+$1.27M	﹤0.01%	1492
2025 Q2	$3.39M	Buy	48,187 +15,623	+48%	+$1.05M	﹤0.01%	1484
2025 Q1	$2.39M	Buy	32,564 +13,419	+70%	+$904K	﹤0.01%	1513
2024 Q4	$1.2M	Sell	19,145 -2,201	-10%	-$144K	﹤0.01%	1796
2024 Q3	$1.41M	Sell	21,346 -355	-2%	-$25.1K	﹤0.01%	1675
2024 Q2	$1.57M	Buy	21,701 +6,495	+43%	+$464K	﹤0.01%	1560
2024 Q1	$1.02M	Buy	+15,206	New	+$974K	﹤0.01%	1685
2023 Q4	–	Sell	-3,168	Closed	-$204K	–	2434
2023 Q3	$204K	Buy	+3,168	New	+$197K	﹤0.01%	2139

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cliff Asness's SHEL Position: Q2 2026 in Review

Cliff Asness increased its Shell (SHEL) stake by 115% in Q2 2026, buying an estimated $16.6M and bringing the position to 360,670 shares worth $28M. The position accounts for 0.01% of the portfolio, ranked #1044.

Cliff Asness first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cliff Asness held 360,670 shares of Shell worth $28M as of Q2 2026.
Cliff Asness bought 192,859 Shell shares in Q2 2026, an estimated $16.6M.
Shell made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1044 holding.
Cliff Asness first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.