First Trust Advisors’s Shell SHEL Stock Holding History

First Trust 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 Q2	$41.6M	Buy	536,148 +14,810	+3%	+$1.28M	0.02%	702
2026 Q1	$48.5M	Sell	521,338 -116,061	-18%	-$9.38M	0.03%	594
2025 Q4	$46.8M	Sell	637,399 -22,129	-3%	-$1.63M	0.03%	587
2025 Q3	$47.2M	Sell	659,528 -15,970	-2%	-$1.15M	0.04%	589
2025 Q2	$47.6M	Buy	675,498 +536,646	+386%	+$36M	0.04%	561
2025 Q1	$10.2M	Buy	138,852 +2,718	+2%	+$183K	0.01%	1044
2024 Q4	$8.53M	Buy	136,134 +69,929	+106%	+$4.58M	0.01%	1113
2024 Q3	$4.37M	Buy	66,205 +3,440	+5%	+$244K	﹤0.01%	1404
2024 Q2	$4.53M	Sell	62,765 -6,090	-9%	-$435K	﹤0.01%	1317
2024 Q1	$4.62M	Buy	68,855 +3,350	+5%	+$215K	﹤0.01%	1335
2023 Q4	$4.31M	Sell	65,505 -2,997	-4%	-$197K	﹤0.01%	1342
2023 Q3	$4.41M	Sell	68,502 -10,579	-13%	-$658K	0.01%	1279
2023 Q2	$4.77M	Sell	79,081 -3,894	-5%	-$234K	0.01%	1245
2023 Q1	$4.77M	Sell	82,975 -7,659	-8%	-$451K	0.01%	1247
2022 Q4	$5.16M	Sell	90,634 -7,385	-8%	-$407K	0.01%	1176
2022 Q3	$4.88M	Sell	98,019 -5,950	-6%	-$307K	0.01%	1193
2022 Q2	$5.44M	Sell	103,969 -1,772	-2%	-$99.6K	0.01%	1190
2022 Q1	$5.81M	Buy	+105,741	New	+$5.61M	0.01%	1244

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 Trust Advisors's SHEL Position: Q2 2026 in Review

First Trust Advisors increased its Shell (SHEL) stake by 2.8% in Q2 2026, buying an estimated $1.28M and bringing the position to 536,148 shares worth $41.6M. The position accounts for 0.02% of the portfolio, ranked #702.

First Trust Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $48.5M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

First Trust Advisors held 536,148 shares of Shell worth $41.6M as of Q2 2026.
First Trust Advisors bought 14,810 Shell shares in Q2 2026, an estimated $1.28M.
Shell made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #702 holding.
First Trust Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
First Trust Advisors's Shell position peaked at $48.5M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.