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	$8.45M	Buy	109,000 +12,600	+13%	+$1.09M	0.01%	1123
2026 Q1	$8.97M	Buy	96,400 +7,000	+8%	+$566K	0.01%	1083
2025 Q4	$6.57M	Buy	89,400 +73,900	+477%	+$5.44M	0.01%	1247
2025 Q3	$1.11M	Buy	15,500 +9,600	+163%	+$691K	﹤0.01%	2071
2025 Q2	$415K	Sell	5,900 -200,100	-97%	-$13.4M	﹤0.01%	2363
2025 Q1	$15.1M	Sell	206,000 -47,500	-19%	-$3.2M	0.03%	715
2024 Q4	$15.9M	Buy	253,500 +600	+0.2%	+$39.3K	0.02%	764
2024 Q3	$16.7M	Sell	252,900 -50,700	-17%	-$3.59M	0.03%	716
2024 Q2	$21.9M	Sell	303,600 -6,900	-2%	-$493K	0.04%	575
2024 Q1	$20.8M	Buy	310,500 +210,600	+211%	+$13.5M	0.04%	599
2023 Q4	$6.57M	Buy	99,900 +55,700	+126%	+$3.66M	0.01%	1023
2023 Q3	$2.85M	Buy	44,200 +4,200	+11%	+$261K	0.01%	1284
2023 Q2	$2.42M	Hold	40,000	–	–	0.01%	1321
2023 Q1	$2.3M	Hold	40,000	–	–	0.01%	1407
2022 Q4	$2.28M	Buy	+40,000	New	+$2.2M	0.01%	1364

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

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.