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 Q2	$3.23M	Sell	41,632 -41,656	-50%	-$3.6M	0.53%	29
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Integrated Quantitative Investments's SHEL Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its Shell (SHEL) stake by 50% in Q2 2026, selling an estimated $3.6M and leaving 41,632 shares worth $3.23M. The position accounts for 0.53% of the portfolio, ranked #29.

Integrated Quantitative Investments first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.75M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Integrated Quantitative Investments held 41,632 shares of Shell worth $3.23M as of Q2 2026.
Integrated Quantitative Investments sold 41,656 Shell shares in Q2 2026, an estimated $3.6M.
Shell made up 0.53% of Integrated Quantitative Investments's portfolio in Q2 2026, its #29 holding.
Integrated Quantitative Investments first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Integrated Quantitative Investments's Shell position peaked at $7.75M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.