Ken Fisher
SHEL icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ken Fisher's SHEL Position: Q1 2026 in Review

Ken Fisher increased its Shell (SHEL) stake by 1.2% in Q1 2026, buying an estimated $26.8M and bringing the position to 27,474,710 shares worth $2.56B. The position accounts for 0.87% of the portfolio, ranked #31.

Ken Fisher first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Ken Fisher held 27,474,710 shares of Shell worth $2.56B as of Q1 2026.
  • Ken Fisher bought 331,925 Shell shares in Q1 2026, an estimated $26.8M.
  • Shell made up 0.87% of Ken Fisher's portfolio in Q1 2026, its #31 holding.
  • Ken Fisher first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.