Ken Fisher’s Shell SHEL Stock Holding History

Ken Fisher’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	$2.14B	Buy	27,633,155 +158,445	+0.6%	+$13.7M	0.64%	44
2026 Q1	$2.56B	Buy	27,474,710 +331,925	+1%	+$26.8M	0.87%	31
2025 Q4	$1.99B	Buy	27,142,785 +332,839	+1%	+$24.5M	0.68%	38
2025 Q3	$1.92B	Buy	26,809,946 +417,101	+2%	+$30M	0.69%	39
2025 Q2	$1.86B	Buy	26,392,845 +879,845	+3%	+$59M	0.74%	42
2025 Q1	$1.87B	Buy	25,513,000 +574,265	+2%	+$38.7M	0.81%	42
2024 Q4	$1.56B	Buy	24,938,735 +408,088	+2%	+$26.7M	0.62%	44
2024 Q3	$1.62B	Buy	24,530,647 +507,311	+2%	+$35.9M	0.66%	43
2024 Q2	$1.73B	Buy	24,023,336 +611,162	+3%	+$43.7M	0.75%	39
2024 Q1	$1.57B	Buy	23,412,174 +588,947	+3%	+$37.7M	0.73%	41
2023 Q4	$1.5B	Buy	22,823,227 +429,528	+2%	+$28.2M	0.79%	35
2023 Q3	$1.44B	Buy	22,393,699 +491,656	+2%	+$30.6M	0.82%	33
2023 Q2	$1.32B	Buy	21,902,043 +497,450	+2%	+$29.9M	0.73%	33
2023 Q1	$1.23B	Buy	21,404,593 +321,679	+2%	+$18.9M	0.75%	32
2022 Q4	$1.2B	Buy	21,082,914 +312,570	+2%	+$17.2M	0.81%	33
2022 Q3	$1.03B	Buy	20,770,344 +515,019	+3%	+$26.5M	0.77%	34
2022 Q2	$1.06B	Buy	20,255,325 +659,109	+3%	+$37M	0.75%	37
2022 Q1	$1.08B	Buy	+19,596,216	New	+$1.04B	0.64%	42

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ken Fisher's SHEL Position: Q2 2026 in Review

Ken Fisher increased its Shell (SHEL) stake by 0.58% in Q2 2026, buying an estimated $13.7M and bringing the position to 27,633,155 shares worth $2.14B. The position accounts for 0.64% of the portfolio, ranked #44.

Ken Fisher first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.56B in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ken Fisher held 27,633,155 shares of Shell worth $2.14B as of Q2 2026.
Ken Fisher bought 158,445 Shell shares in Q2 2026, an estimated $13.7M.
Shell made up 0.64% of Ken Fisher's portfolio in Q2 2026, its #44 holding.
Ken Fisher first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Ken Fisher's Shell position peaked at $2.56B in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.