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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IEQ Capital's SHEL Position: Q1 2026 in Review

IEQ Capital reduced its Shell (SHEL) stake by 18% in Q1 2026, selling an estimated $1.2M and leaving 66,892 shares worth $6.22M. The position accounts for 0.03% of the portfolio, ranked #459.

IEQ Capital first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • IEQ Capital held 66,892 shares of Shell worth $6.22M as of Q1 2026.
  • IEQ Capital sold 14,817 Shell shares in Q1 2026, an estimated $1.2M.
  • Shell made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #459 holding.
  • IEQ Capital first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.