IC
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IEQ Capital’s Shell SHEL Stock Holding History

IEQ 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 		$4.44M Sell
57,229
-9,663
-14% -$834K 0.02% 539
2026
Q1 		$6.22M Sell
66,892
-14,817
-18% -$1.2M 0.03% 459
2025
Q4 		$6M Buy
81,709
+25,275
+45% +$1.86M 0.02% 474
2025
Q3 		$4.04M Buy
56,434
+19,460
+53% +$1.4M 0.01% 540
2025
Q2 		$2.6M Buy
36,974
+6,218
+20% +$417K 0.02% 584
2025
Q1 		$2.25M Sell
30,756
-7,040
-19% -$474K 0.02% 555
2024
Q4 		$2.37M Buy
37,796
+4,328
+13% +$284K 0.02% 456
2024
Q3 		$2.21M Buy
33,468
+125
+0.4% +$8.85K 0.03% 357
2024
Q2 		$2.41M Buy
33,343
+13,185
+65% +$942K 0.03% 301
2024
Q1 		$1.35M Sell
20,158
-45
-0.2% -$2.88K 0.02% 397
2023
Q4 		$1.33M Buy
20,203
+639
+3% +$41.9K 0.02% 361
2023
Q3 		$1.26M Buy
19,564
+1,417
+8% +$88.2K 0.03% 348
2023
Q2 		$1.1M Buy
18,147
+1,614
+10% +$96.9K 0.02% 373
2023
Q1 		$951K Buy
16,533
+178
+1% +$10.5K 0.02% 403
2022
Q4 		$931K Sell
16,355
-3,474
-18% -$192K 0.03% 380
2022
Q3 		$987K Buy
19,829
+5,077
+34% +$262K 0.03% 369
2022
Q2 		$771K Buy
14,752
+3,121
+27% +$175K 0.02% 362
2022
Q1 		$639K Buy
+11,631
New +$617K 0.02% 437

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

IEQ Capital's SHEL Position: Q2 2026 in Review

IEQ Capital reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $834K and leaving 57,229 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #539.

IEQ Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.22M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • IEQ Capital held 57,229 shares of Shell worth $4.44M as of Q2 2026.
  • IEQ Capital sold 9,663 Shell shares in Q2 2026, an estimated $834K.
  • Shell made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #539 holding.
  • IEQ Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • IEQ Capital's Shell position peaked at $6.22M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.