Invesco
SHEL icon

Invesco’s Shell SHEL Stock Holding History

Invesco’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
2022
Q4 		– Sell
-6,000
Closed -$299K – 4061
2022
Q3 		$299K Hold
6,000
– – ﹤0.01% 3518
2022
Q2 		$314K Buy
6,000
+1,000
+20% +$56.2K ﹤0.01% 3555
2022
Q1 		$275K Buy
+5,000
New +$265K ﹤0.01% 3669

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

Invesco's SHEL Position: Q1 2026 in Review

Invesco reduced its Shell (SHEL) stake by 4.9% in Q1 2026, selling an estimated $2.88M and leaving 691,916 shares worth $64.3M. The position accounts for 0.01% of the portfolio, ranked #984.

Invesco first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $136M in Q1 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Invesco held 691,916 shares of Shell worth $64.3M as of Q1 2026.
  • Invesco sold 35,649 Shell shares in Q1 2026, an estimated $2.88M.
  • Shell made up 0.01% of Invesco's portfolio in Q1 2026, its #984 holding.
  • Invesco first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Invesco's Shell position peaked at $136M in Q1 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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