Foresight Global Investors’s Shell SHEL Stock Holding History

Foresight Global Investors’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	$8.97M	Sell	96,405 -67,455	-41%	-$5.45M	5.82%	7
2025 Q4	$12M	Hold	163,860	–	–	5.67%	9
2025 Q3	$11.7M	Sell	163,860 -5,130	-3%	-$369K	6.96%	8
2025 Q2	$11.9M	Buy	168,990 +555	+0.3%	+$37.2K	8.45%	7
2025 Q1	$12.3M	Buy	168,435 +58,241	+53%	+$3.92M	8.68%	6
2024 Q4	$6.9M	Buy	110,194 +2,000	+2%	+$131K	5.04%	7
2024 Q3	$7.14M	Buy	108,194 +87,800	+431%	+$6.22M	3.87%	7
2024 Q2	$1.47M	Buy	+20,394	New	+$1.46M	0.71%	19

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Foresight Global Investors's SHEL Position: Q1 2026 in Review

Foresight Global Investors reduced its Shell (SHEL) stake by 41% in Q1 2026, selling an estimated $5.45M and leaving 96,405 shares worth $8.97M. The position accounts for 5.82% of the portfolio, ranked #7.

Foresight Global Investors first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q1 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Foresight Global Investors held 96,405 shares of Shell worth $8.97M as of Q1 2026.
Foresight Global Investors sold 67,455 Shell shares in Q1 2026, an estimated $5.45M.
Shell made up 5.82% of Foresight Global Investors's portfolio in Q1 2026, its #7 holding.
Foresight Global Investors first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
Foresight Global Investors's Shell position peaked at $12.3M in Q1 2025.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Foresight Global Investors's 13F filing for Q1 2026, filed 13 May 2026.