Hartree Partners’s Shell SHEL Stock Holding History

Hartree Partners’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	$1.94M	Sell	25,000 -1,500	-6%	-$129K	0.41%	46
2026 Q1	$2.46M	Buy	26,500 +5,500	+26%	+$444K	0.53%	42
2025 Q4	$1.54M	Buy	21,000 +6,000	+40%	+$442K	0.56%	32
2025 Q3	$1.07M	Hold	15,000	–	–	0.37%	39
2025 Q2	$1.06M	Buy	+15,000	New	+$1.01M	0.3%	33
2025 Q1	–	Sell	-23,500	Closed	-$1.47M	–	74
2024 Q4	$1.47M	Hold	23,500	–	–	0.54%	35
2024 Q3	$1.55M	Buy	23,500 +3,340	+17%	+$237K	0.36%	38
2024 Q2	$1.46M	Hold	20,160	–	–	0.36%	34
2024 Q1	$1.35M	Hold	20,160	–	–	0.35%	35
2023 Q4	$1.33M	Buy	+20,160	New	+$1.32M	0.48%	33

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hartree Partners's SHEL Position: Q2 2026 in Review

Hartree Partners reduced its Shell (SHEL) stake by 5.7% in Q2 2026, selling an estimated $129K and leaving 25,000 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #46.

Hartree Partners first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Hartree Partners held 25,000 shares of Shell worth $1.94M as of Q2 2026.
Hartree Partners sold 1,500 Shell shares in Q2 2026, an estimated $129K.
Shell made up 0.41% of Hartree Partners's portfolio in Q2 2026, its #46 holding.
Hartree Partners first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
Hartree Partners's Shell position peaked at $2.46M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hartree Partners's 13F filing for Q2 2026, filed 12 Aug 2026.