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SHEL icon

Gradient Investments’s Shell SHEL Stock Holding History

Gradient Investments’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 		$5.67M Buy
73,110
+3,317
+5% +$286K 0.08% 190
2026
Q1 		$6.49M Buy
69,793
+43,398
+164% +$3.51M 0.1% 169
2025
Q4 		$1.94M Buy
26,395
+8,443
+47% +$622K 0.03% 205
2025
Q3 		$1.28M Buy
17,952
+6,509
+57% +$469K 0.02% 232
2025
Q2 		$806K Buy
11,443
+1,833
+19% +$123K 0.01% 239
2025
Q1 		$704K Buy
9,610
+245
+3% +$16.5K 0.01% 211
2024
Q4 		$587K Buy
9,365
+8
+0.1% +$524 0.01% 204
2024
Q3 		$617K Buy
9,357
+229
+3% +$16.2K 0.01% 204
2024
Q2 		$659K Buy
9,128
+12
+0.1% +$858 0.01% 208
2024
Q1 		$611K Sell
9,116
-341
-4% -$21.9K 0.01% 203
2023
Q4 		$622K Sell
9,457
-769
-8% -$50.5K 0.02% 217
2023
Q3 		$658K Buy
10,226
+577
+6% +$35.9K 0.02% 195
2023
Q2 		$583K Buy
9,649
+166
+2% +$9.96K 0.02% 207
2023
Q1 		$546K Buy
9,483
+838
+10% +$49.3K 0.01% 206
2022
Q4 		$492K Sell
8,645
-199
-2% -$11K 0.02% 224
2022
Q3 		$440K Sell
8,844
-670
-7% -$34.5K 0.01% 219
2022
Q2 		$497K Sell
9,514
-66
-0.7% -$3.71K 0.01% 216
2022
Q1 		$526K Buy
+9,580
New +$509K 0.01% 210

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Gradient Investments's SHEL Position: Q2 2026 in Review

Gradient Investments increased its Shell (SHEL) stake by 4.8% in Q2 2026, buying an estimated $286K and bringing the position to 73,110 shares worth $5.67M. The position accounts for 0.08% of the portfolio, ranked #190.

Gradient Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.49M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Gradient Investments held 73,110 shares of Shell worth $5.67M as of Q2 2026.
  • Gradient Investments bought 3,317 Shell shares in Q2 2026, an estimated $286K.
  • Shell made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #190 holding.
  • Gradient Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Gradient Investments's Shell position peaked at $6.49M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.