James Investment Research’s Shell SHEL Stock Holding History

James Investment Research’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	$611K	Buy	7,882 +484	+7%	+$41.8K	0.06%	243
2026 Q1	$688K	Sell	7,398 -23	-0.3%	-$1.86K	0.08%	217
2025 Q4	$545K	Buy	+7,421	New	+$547K	0.06%	232
2024 Q4	–	Sell	-12,614	Closed	-$832K	–	338
2024 Q3	$832K	Buy	12,614 +682	+6%	+$48.3K	0.1%	175
2024 Q2	$861K	Hold	11,932	–	–	0.1%	169
2024 Q1	$800K	Sell	11,932 -86	-0.7%	-$5.51K	0.1%	170
2023 Q4	$791K	Buy	+12,018	New	+$789K	0.1%	161

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

James Investment Research's SHEL Position: Q2 2026 in Review

James Investment Research increased its Shell (SHEL) stake by 6.5% in Q2 2026, buying an estimated $41.8K and bringing the position to 7,882 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #243.

James Investment Research first reported a position in SHEL in Q4 2023 and has held it in 7 quarters since. The position peaked at $861K in Q2 2024. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

James Investment Research held 7,882 shares of Shell worth $611K as of Q2 2026.
James Investment Research bought 484 Shell shares in Q2 2026, an estimated $41.8K.
Shell made up 0.06% of James Investment Research's portfolio in Q2 2026, its #243 holding.
James Investment Research first reported a position in Shell in Q4 2023 and has held it in 7 quarters since.
James Investment Research's Shell position peaked at $861K in Q2 2024.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.