IQI
SHEL icon

Integrated Quantitative Investments’s Shell SHEL Stock Holding History

Integrated Quantitative Investments’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 		$7.75M Buy
83,288
+24,575
+42% +$1.99M 1.41% 5
2025
Q4 		$4.31M Buy
58,713
+17,081
+41% +$1.26M 0.93% 9
2025
Q3 		$2.98M Sell
41,632
-6,066
-13% -$437K 0.85% 10
2025
Q2 		$3.36M Sell
47,698
-26,902
-36% -$1.8M 0.99% 11
2025
Q1 		$5.47M Buy
+74,600
New +$5.03M 2.69% 2

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

Integrated Quantitative Investments's SHEL Position: Q1 2026 in Review

Integrated Quantitative Investments increased its Shell (SHEL) stake by 42% in Q1 2026, buying an estimated $1.99M and bringing the position to 83,288 shares worth $7.75M. The position accounts for 1.41% of the portfolio, ranked #5.

Integrated Quantitative Investments first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Integrated Quantitative Investments held 83,288 shares of Shell worth $7.75M as of Q1 2026.
  • Integrated Quantitative Investments bought 24,575 Shell shares in Q1 2026, an estimated $1.99M.
  • Shell made up 1.41% of Integrated Quantitative Investments's portfolio in Q1 2026, its #5 holding.
  • Integrated Quantitative Investments first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.