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 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 $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

Hartree Partners's SHEL Position: Q1 2026 in Review

Hartree Partners increased its Shell (SHEL) stake by 26% in Q1 2026, buying an estimated $444K and bringing the position to 26,500 shares worth $2.46M. The position accounts for 0.53% of the portfolio, ranked #42.

Hartree Partners first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Hartree Partners held 26,500 shares of Shell worth $2.46M as of Q1 2026.
Hartree Partners bought 5,500 Shell shares in Q1 2026, an estimated $444K.
Shell made up 0.53% of Hartree Partners's portfolio in Q1 2026, its #42 holding.
Hartree Partners first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hartree Partners's 13F filing for Q1 2026, filed 12 May 2026.