GC
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Guggenheim Capital’s Shell SHEL Stock Holding History

Guggenheim Capital’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 		$906K Buy
11,689
+349
+3% +$30.1K 0.01% 1065
2026
Q1 		$1.05M Buy
11,340
+5,241
+86% +$423K 0.01% 976
2025
Q4 		$448K Sell
6,099
-841
-12% -$62K ﹤0.01% 1335
2025
Q3 		$496K Buy
6,940
+543
+8% +$39.1K ﹤0.01% 1185
2025
Q2 		$450K Sell
6,397
-3,832
-37% -$257K ﹤0.01% 1234
2025
Q1 		$750K Buy
10,229
+2,962
+41% +$200K 0.01% 1011
2024
Q4 		$455K Sell
7,267
-42
-0.6% -$2.75K ﹤0.01% 1299
2024
Q3 		$482K Sell
7,309
-9,712
-57% -$688K ﹤0.01% 1421
2024
Q2 		$1.23M Buy
17,021
+4,002
+31% +$286K 0.01% 1015
2024
Q1 		$873K Sell
13,019
-4,513
-26% -$289K 0.01% 1250
2023
Q4 		$1.15M Buy
17,532
+36
+0.2% +$2.36K 0.01% 1089
2023
Q3 		$1.13M Buy
17,496
+3,896
+29% +$243K 0.01% 1055
2023
Q2 		$821K Sell
13,600
-14,418
-51% -$865K 0.01% 1266
2023
Q1 		$1.61M Buy
28,018
+7,098
+34% +$418K 0.01% 939
2022
Q4 		$1.19M Sell
20,920
-3,687
-15% -$203K 0.01% 1072
2022
Q3 		$1.22M Sell
24,607
-3,423
-12% -$176K 0.01% 1049
2022
Q2 		$1.47M Sell
28,030
-4,807
-15% -$270K 0.01% 1041
2022
Q1 		$1.8M Buy
+32,837
New +$1.74M 0.01% 1076

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

Guggenheim Capital's SHEL Position: Q2 2026 in Review

Guggenheim Capital increased its Shell (SHEL) stake by 3.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 11,689 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #1065.

Guggenheim Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q1 2022. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Guggenheim Capital held 11,689 shares of Shell worth $906K as of Q2 2026.
  • Guggenheim Capital bought 349 Shell shares in Q2 2026, an estimated $30.1K.
  • Shell made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1065 holding.
  • Guggenheim Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Guggenheim Capital's Shell position peaked at $1.8M in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.