Jim Simons’s Shell SHEL Stock Holding History

Jim Simons’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	–	Sell	-881,376	Closed	-$64.8M	–	3642
2025 Q4	$64.8M	Sell	881,376 -144,318	-14%	-$10.6M	0.1%	227
2025 Q3	$73.4M	Buy	1,025,694 +161,494	+19%	+$11.6M	0.1%	235
2025 Q2	$60.8M	Buy	864,200 +264,714	+44%	+$17.7M	0.08%	274
2025 Q1	$43.9M	Sell	599,486 -74,300	-11%	-$5.01M	0.07%	363
2024 Q4	$42.2M	Sell	673,786 -12,200	-2%	-$800K	0.06%	377
2024 Q3	$45.2M	Buy	685,986 +631,786	+1,166%	+$44.7M	0.07%	351
2024 Q2	$3.91M	Sell	54,200 -31,086	-36%	-$2.22M	0.01%	1460
2024 Q1	$5.72M	Sell	85,286 -199,000	-70%	-$12.8M	0.01%	1332
2023 Q4	$18.7M	Buy	+284,286	New	+$18.7M	0.03%	641
2023 Q3	–	Sell	-680,386	Closed	-$41.1M	–	4060
2023 Q2	$41.1M	Buy	+680,386	New	+$40.8M	0.06%	371
2022 Q3	–	Sell	-801,486	Closed	-$41.9M	–	4364
2022 Q2	$41.9M	Sell	801,486 -1,667,000	-68%	-$93.7M	0.05%	413
2022 Q1	$136M	Buy	+2,468,486	New	+$131M	0.16%	126

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jim Simons's SHEL Position: Q1 2026 in Review

Jim Simons sold out of Shell (SHEL) in Q1 2026, closing a stake of 881,376 shares — an estimated $64.8M sold.

Jim Simons first reported a position in SHEL in Q1 2022 and held it in 12 quarters. The position peaked at $136M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Jim Simons reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 881,376 Shell shares in Q1 2026, an estimated $64.8M.
Jim Simons first reported a position in Shell in Q1 2022 and held it in 12 quarters.
Jim Simons's Shell position peaked at $136M in Q1 2022.
1,590 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.