LSV Asset Management
SHEL icon

LSV Asset Management’s Shell SHEL Stock Holding History

LSV Asset Management’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 		$1.28M Hold
16,500
– – ﹤0.01% 645
2026
Q1 		$1.53M Hold
16,500
– – ﹤0.01% 600
2025
Q4 		$1.21M Hold
16,500
– – ﹤0.01% 623
2025
Q3 		$1.18M Sell
16,500
-400
-2% -$28.8K ﹤0.01% 627
2025
Q2 		$1.19M Buy
16,900
+2,400
+17% +$161K ﹤0.01% 600
2025
Q1 		$1.06M Buy
14,500
+7,100
+96% +$478K ﹤0.01% 617
2024
Q4 		$464K Buy
+7,400
New +$485K ﹤0.01% 674
2024
Q3 		– Sell
-48,400
Closed -$3.49M – 877
2024
Q2 		$3.49M Hold
48,400
– – 0.01% 558
2024
Q1 		$3.25M Hold
48,400
– – 0.01% 565
2023
Q4 		$3.19M Hold
48,400
– – 0.01% 570
2023
Q3 		$3.12M Hold
48,400
– – 0.01% 573
2023
Q2 		$2.92M Buy
+48,400
New +$2.9M 0.01% 584

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

LSV Asset Management's SHEL Position: Q2 2026 in Review

LSV Asset Management held its Shell (SHEL) position steady in Q2 2026 at 16,500 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #645.

LSV Asset Management first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q2 2024. 1,019 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LSV Asset Management held 16,500 shares of Shell worth $1.28M as of Q2 2026.
  • LSV Asset Management left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #645 holding.
  • LSV Asset Management first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
  • LSV Asset Management's Shell position peaked at $3.49M in Q2 2024.
  • 1,019 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.