Loomis, Sayles & Company
SHEL icon

Loomis, Sayles & Company’s Shell SHEL Stock Holding History

Loomis, Sayles & Company’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 		$69 Hold
1
– – ﹤0.01% 702
2026
Q1 		$82 Hold
1
– – ﹤0.01% 710
2025
Q4 		$65 Hold
1
– – ﹤0.01% 689
2025
Q3 		$63 Hold
1
– – ﹤0.01% 705
2025
Q2 		$62 Buy
+1
New +$67 ﹤0.01% 715

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Loomis, Sayles & Company's SHEL Position: Q2 2026 in Review

Loomis, Sayles & Company held its Shell (SHEL) position steady in Q2 2026 at 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Loomis, Sayles & Company first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $82 in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Loomis, Sayles & Company held 1 share of Shell worth $69 as of Q2 2026.
  • Loomis, Sayles & Company left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #702 holding.
  • Loomis, Sayles & Company first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Loomis, Sayles & Company's Shell position peaked at $82 in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.