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Dmitry Balyasny’s Shell SHEL Stock Holding History

Dmitry Balyasny’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 		$6.46M Buy
83,300
+72,700
+686% +$6.28M 0.01% 1261
2026
Q1 		$986K Sell
10,600
-13,200
-55% -$1.07M ﹤0.01% 2085
2025
Q4 		$1.75M Buy
+23,800
New +$1.75M ﹤0.01% 1935
2024
Q3 		– Sell
-251,900
Closed -$18.2M – 3123
2024
Q2 		$18.2M Buy
251,900
+1,500
+0.6% +$107K 0.03% 638
2024
Q1 		$16.8M Buy
+250,400
New +$16M 0.03% 704

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

Dmitry Balyasny's SHEL Position: Q2 2026 in Review

Dmitry Balyasny increased its Shell (SHEL) stake by 3,622% in Q2 2026, buying an estimated $11M and bringing the position to 131,161 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1050.

Dmitry Balyasny first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $140M in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Dmitry Balyasny held 131,161 shares of Shell worth $10.2M as of Q2 2026.
  • Dmitry Balyasny bought 127,637 Shell shares in Q2 2026, an estimated $11M.
  • Shell made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1050 holding.
  • Dmitry Balyasny first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • Dmitry Balyasny's Shell position peaked at $140M in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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