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 Q3	$618K	Sell	6,500 -18,500	-74%	-$1.67M	0.18%	55
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 $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Hartree Partners's SHEL Position: Q3 2026 in Review

Hartree Partners reduced its Shell (SHEL) stake by 74% in Q3 2026, selling an estimated $1.67M and leaving 6,500 shares worth $618K. The position accounts for 0.18% of the portfolio, ranked #55.

Hartree Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q1 2026. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Hartree Partners held 6,500 shares of Shell worth $618K as of Q3 2026.
Hartree Partners sold 18,500 Shell shares in Q3 2026, an estimated $1.67M.
Shell made up 0.18% of Hartree Partners's portfolio in Q3 2026, its #55 holding.
Hartree Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Hartree Partners's Shell position peaked at $2.46M in Q1 2026.
1,385 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Hartree Partners's 13F filing for Q3 2026, filed 13 Nov 2026.