First Eagle Investment Management’s Shell SHEL Stock Holding History

First Eagle Investment Management’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	$83.2M	Buy	1,073,265 +16,244	+2%	+$1.4M	0.14%	74
2026 Q1	$98.3M	Buy	1,057,021 +183,449	+21%	+$14.8M	0.17%	73
2025 Q4	$64.2M	Buy	873,572 +205,228	+31%	+$15.1M	0.11%	72
2025 Q3	$47.8M	Buy	668,344 +59,919	+10%	+$4.31M	0.09%	73
2025 Q2	$42.8M	Buy	608,425 +113,293	+23%	+$7.59M	0.08%	74
2025 Q1	$36.3M	Buy	495,132 +7,292	+1%	+$491K	0.08%	75
2024 Q4	$30.6M	Buy	487,840 +67,371	+16%	+$4.42M	0.07%	74
2024 Q3	$27.7M	Buy	420,469 +8,560	+2%	+$606K	0.06%	77
2024 Q2	$29.7M	Buy	411,909 +38,426	+10%	+$2.75M	0.07%	75
2024 Q1	$25M	Buy	373,483 +55,783	+18%	+$3.57M	0.06%	74
2023 Q4	$20.9M	Buy	317,700 +11,458	+4%	+$752K	0.05%	74
2023 Q3	$19.7M	Buy	306,242 +27,651	+10%	+$1.72M	0.05%	75
2023 Q2	$16.8M	Buy	278,591 +64,158	+30%	+$3.85M	0.04%	75
2023 Q1	$12.3M	Buy	214,433 +26,810	+14%	+$1.58M	0.03%	82
2022 Q4	$10.7M	Buy	187,623 +55,684	+42%	+$3.07M	0.03%	84
2022 Q3	$6.57M	Buy	131,939 +34,670	+36%	+$1.79M	0.02%	89
2022 Q2	$5.09M	Buy	97,269 +28,580	+42%	+$1.61M	0.01%	86
2022 Q1	$3.77M	Buy	+68,689	New	+$3.65M	0.01%	86

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

First Eagle Investment Management's SHEL Position: Q2 2026 in Review

First Eagle Investment Management increased its Shell (SHEL) stake by 1.5% in Q2 2026, buying an estimated $1.4M and bringing the position to 1,073,265 shares worth $83.2M. The position accounts for 0.14% of the portfolio, ranked #74.

First Eagle Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $98.3M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

First Eagle Investment Management held 1,073,265 shares of Shell worth $83.2M as of Q2 2026.
First Eagle Investment Management bought 16,244 Shell shares in Q2 2026, an estimated $1.4M.
Shell made up 0.14% of First Eagle Investment Management's portfolio in Q2 2026, its #74 holding.
First Eagle Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
First Eagle Investment Management's Shell position peaked at $98.3M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.