Gotham Asset Management’s Shell SHEL Stock Holding History

Gotham Asset 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 Q1	$713K	Sell	7,668 -10	-0.1%	-$808	﹤0.01%	1404
2025 Q4	$564K	Buy	7,678 +835	+12%	+$61.5K	﹤0.01%	1406
2025 Q3	$489K	Buy	6,843 +818	+14%	+$58.9K	﹤0.01%	1385
2025 Q2	$424K	Buy	6,025 +432	+8%	+$29K	﹤0.01%	1372
2025 Q1	$410K	Buy	+5,593	New	+$377K	﹤0.01%	1289
2024 Q3	–	Sell	-27,759	Closed	-$2M	–	1515
2024 Q2	$2M	Hold	27,759	–	–	0.03%	682
2024 Q1	$1.86M	Hold	27,759	–	–	0.03%	673
2023 Q4	$1.83M	Hold	27,759	–	–	0.03%	639
2023 Q3	$1.79M	Buy	+27,759	New	+$1.73M	0.04%	588

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

Gotham Asset Management's SHEL Position: Q1 2026 in Review

Gotham Asset Management reduced its Shell (SHEL) stake by 0.13% in Q1 2026, selling an estimated $808 and leaving 7,668 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Gotham Asset Management first reported a position in SHEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $2M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Gotham Asset Management held 7,668 shares of Shell worth $713K as of Q1 2026.
Gotham Asset Management sold 10 Shell shares in Q1 2026, an estimated $808.
Shell made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1404 holding.
Gotham Asset Management first reported a position in Shell in Q3 2023 and has held it in 9 quarters since.
Gotham Asset Management's Shell position peaked at $2M in Q2 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.