Joel Greenblatt’s Shell SHEL Stock Holding History

Joel Greenblatt’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	$578K	Sell	7,451 -217	-3%	-$18.7K	﹤0.01%	1483
2026 Q1	$713K	Sell	7,668 -10	-0.1%	-$808	﹤0.01%	1404
2025 Q4	$564K	Buy	7,678 +835	+12%	+$61.5K	﹤0.01%	1406
2025 Q3	$489K	Buy	6,843 +818	+14%	+$58.9K	﹤0.01%	1385
2025 Q2	$424K	Buy	6,025 +432	+8%	+$29K	﹤0.01%	1372
2025 Q1	$410K	Buy	+5,593	New	+$377K	﹤0.01%	1289
2024 Q3	–	Sell	-27,759	Closed	-$2M	–	1515
2024 Q2	$2M	Hold	27,759	–	–	0.03%	682
2024 Q1	$1.86M	Hold	27,759	–	–	0.03%	673
2023 Q4	$1.83M	Hold	27,759	–	–	0.03%	639
2023 Q3	$1.79M	Buy	+27,759	New	+$1.73M	0.04%	588

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

Joel Greenblatt's SHEL Position: Q2 2026 in Review

Joel Greenblatt reduced its Shell (SHEL) stake by 2.8% in Q2 2026, selling an estimated $18.7K and leaving 7,451 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Joel Greenblatt first reported a position in SHEL in Q3 2023 and has held it in 10 quarters since. The position peaked at $2M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Joel Greenblatt held 7,451 shares of Shell worth $578K as of Q2 2026.
Joel Greenblatt sold 217 Shell shares in Q2 2026, an estimated $18.7K.
Shell made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1483 holding.
Joel Greenblatt first reported a position in Shell in Q3 2023 and has held it in 10 quarters since.
Joel Greenblatt's Shell position peaked at $2M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.