Fayez Sarofim & Co
SHEL icon

Fayez Sarofim & Co’s Shell SHEL Stock Holding History

Fayez Sarofim & Co’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 		$48.9M Sell
526,094
-2,120
-0.4% -$171K 0.13% 66
2025
Q4 		$38.8M Sell
528,214
-5,100
-1% -$376K 0.09% 72
2025
Q3 		$38.1M Sell
533,314
-1,249
-0.2% -$89.9K 0.09% 78
2025
Q2 		$37.6M Sell
534,563
-953
-0.2% -$63.9K 0.09% 81
2025
Q1 		$39.2M Sell
535,516
-1,470
-0.3% -$99K 0.1% 82
2024
Q4 		$33.6M Sell
536,986
-33,661
-6% -$2.21M 0.08% 82
2024
Q3 		$37.6M Buy
570,647
+128,031
+29% +$9.07M 0.1% 81
2024
Q2 		$31.9M Buy
442,616
+232,644
+111% +$16.6M 0.09% 80
2024
Q1 		$14.1M Sell
209,972
-4,617
-2% -$296K 0.04% 86
2023
Q4 		$13.7M Sell
214,589
-29,882
-12% -$1.96M 0.04% 85
2023
Q3 		$15.7M Sell
244,471
-6,944
-3% -$432K 0.05% 83
2023
Q2 		$15.2M Sell
251,415
-205,127
-45% -$12.3M 0.05% 84
2023
Q1 		$26.3M Sell
456,542
-31,601
-6% -$1.86M 0.09% 78
2022
Q4 		$27.8M Sell
488,143
-53,208
-10% -$2.93M 0.1% 76
2022
Q3 		$26.9M Sell
541,351
-9,287
-2% -$479K 0.11% 75
2022
Q2 		$28.8M Buy
550,638
+69
+0% +$3.88K 0.11% 77
2022
Q1 		$30.2M Buy
+550,569
New +$29.2M 0.1% 80

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fayez Sarofim & Co's SHEL Position: Q1 2026 in Review

Fayez Sarofim & Co reduced its Shell (SHEL) stake by 0.4% in Q1 2026, selling an estimated $171K and leaving 526,094 shares worth $48.9M. The position accounts for 0.13% of the portfolio, ranked #66.

Fayez Sarofim & Co 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.

  • Fayez Sarofim & Co held 526,094 shares of Shell worth $48.9M as of Q1 2026.
  • Fayez Sarofim & Co sold 2,120 Shell shares in Q1 2026, an estimated $171K.
  • Shell made up 0.13% of Fayez Sarofim & Co's portfolio in Q1 2026, its #66 holding.
  • Fayez Sarofim & Co 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 Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.