Dimensional Fund Advisors
SHEL icon

Dimensional Fund Advisors’s Shell SHEL Stock Holding History

Dimensional Fund Advisors’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 		$2.3B Buy
24,690,100
+999,345
+4% +$80.8M 0.48% 17
2025
Q4 		$1.74B Sell
23,690,755
-724,207
-3% -$53.3M 0.37% 23
2025
Q3 		$1.75B Buy
24,414,962
+249,019
+1% +$17.9M 0.37% 23
2025
Q2 		$1.7B Buy
24,165,943
+893,030
+4% +$59.9M 0.39% 23
2025
Q1 		$1.71B Buy
23,272,913
+451,233
+2% +$30.4M 0.42% 23
2024
Q4 		$1.43B Sell
22,821,680
-100,274
-0.4% -$6.57M 0.34% 26
2024
Q3 		$1.51B Buy
22,921,954
+199,637
+0.9% +$14.1M 0.37% 25
2024
Q2 		$1.64B Buy
22,722,317
+96,549
+0.4% +$6.9M 0.43% 18
2024
Q1 		$1.52B Buy
22,625,768
+13,933
+0.1% +$893K 0.41% 20
2023
Q4 		$1.49B Sell
22,611,835
-462,264
-2% -$30.3M 0.43% 19
2023
Q3 		$1.49B Sell
23,074,099
-201,021
-0.9% -$12.5M 0.49% 16
2023
Q2 		$1.41B Buy
23,275,120
+402,896
+2% +$24.2M 0.45% 22
2023
Q1 		$1.32B Buy
22,872,224
+811,877
+4% +$47.8M 0.44% 16
2022
Q4 		$1.26M Buy
22,060,347
+1,992,903
+10% +$110M 0.37% 27
2022
Q3 		$999M Buy
20,067,444
+1,295,431
+7% +$66.8M 0.38% 30
2022
Q2 		$982M Buy
18,772,013
+456,902
+2% +$25.7M 0.35% 32
2022
Q1 		$1.01B Buy
+18,315,111
New +$972M 0.31% 35

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors's SHEL Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Shell (SHEL) stake by 4.2% in Q1 2026, buying an estimated $80.8M and bringing the position to 24,690,100 shares worth $2.3B. The position accounts for 0.48% of the portfolio, ranked #17.

Dimensional Fund Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Dimensional Fund Advisors held 24,690,100 shares of Shell worth $2.3B as of Q1 2026.
  • Dimensional Fund Advisors bought 999,345 Shell shares in Q1 2026, an estimated $80.8M.
  • Shell made up 0.48% of Dimensional Fund Advisors's portfolio in Q1 2026, its #17 holding.
  • Dimensional Fund Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.