Franklin Resources
SHEL icon

Franklin Resources’s Shell SHEL Stock Holding History

Franklin Resources’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 		$681M Buy
7,322,962
+946,658
+15% +$76.5M 0.17% 124
2025
Q4 		$469M Sell
6,376,304
-156,253
-2% -$11.5M 0.12% 184
2025
Q3 		$467M Buy
6,532,557
+6,966
+0.1% +$502K 0.12% 185
2025
Q2 		$459M Buy
6,525,591
+492,778
+8% +$33M 0.12% 176
2025
Q1 		$442M Buy
6,032,813
+9,640
+0.2% +$649K 0.13% 176
2024
Q4 		$377M Buy
6,023,173
+50,228
+0.8% +$3.29M 0.1% 200
2024
Q3 		$408M Buy
5,972,945
+55,637
+0.9% +$3.94M 0.11% 193
2024
Q2 		$427M Sell
5,917,308
-361,931
-6% -$25.9M 0.13% 174
2024
Q1 		$421M Buy
6,279,239
+105,588
+2% +$6.77M 0.13% 191
2023
Q4 		$406M Buy
6,173,651
+143,910
+2% +$9.44M 0.19% 142
2023
Q3 		$388M Sell
6,029,741
-7,907
-0.1% -$492K 0.2% 128
2023
Q2 		$365M Sell
6,037,648
-791,573
-12% -$47.5M 0.17% 144
2023
Q1 		$393M Buy
6,829,221
+596,813
+10% +$35.1M 0.2% 133
2022
Q4 		$355M Sell
6,232,408
-244,501
-4% -$13.5M 0.18% 144
2022
Q3 		$322M Sell
6,476,909
-1,050,328
-14% -$54.1M 0.18% 152
2022
Q2 		$394M Sell
7,527,237
-505,025
-6% -$28.4M 0.2% 139
2022
Q1 		$441M Buy
+8,032,262
New +$426M 0.18% 148

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources's SHEL Position: Q1 2026 in Review

Franklin Resources increased its Shell (SHEL) stake by 15% in Q1 2026, buying an estimated $76.5M and bringing the position to 7,322,962 shares worth $681M. The position accounts for 0.17% of the portfolio, ranked #124.

Franklin Resources first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Franklin Resources held 7,322,962 shares of Shell worth $681M as of Q1 2026.
  • Franklin Resources bought 946,658 Shell shares in Q1 2026, an estimated $76.5M.
  • Shell made up 0.17% of Franklin Resources's portfolio in Q1 2026, its #124 holding.
  • Franklin Resources first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.