Mackenzie Financial
SHEL icon

Mackenzie Financial’s Shell SHEL Stock Holding History

Mackenzie Financial’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 		$117M Buy
1,510,268
+243,297
+19% +$21M 0.12% 148
2026
Q1 		$118M Buy
1,266,971
+63,518
+5% +$5.13M 0.14% 136
2025
Q4 		$88.7M Sell
1,203,453
-15,590
-1% -$1.15M 0.11% 171
2025
Q3 		$87.2M Buy
1,219,043
+6,961
+0.6% +$501K 0.11% 169
2025
Q2 		$85.3M Sell
1,212,082
-103,547
-8% -$6.94M 0.11% 170
2025
Q1 		$96.4M Buy
1,315,629
+41,663
+3% +$2.81M 0.14% 147
2024
Q4 		$79.8M Sell
1,273,966
-105,115
-8% -$6.89M 0.11% 166
2024
Q3 		$91M Sell
1,379,081
-68,298
-5% -$4.84M 0.13% 148
2024
Q2 		$104M Sell
1,447,379
-125,416
-8% -$8.96M 0.16% 136
2024
Q1 		$105M Sell
1,572,795
-153,451
-9% -$9.83M 0.15% 138
2023
Q4 		$114M Sell
1,726,246
-136,496
-7% -$8.96M 0.17% 128
2023
Q3 		$118M Sell
1,862,742
-281,621
-13% -$17.5M 0.2% 120
2023
Q2 		$131M Sell
2,144,363
-248,881
-10% -$14.9M 0.2% 118
2023
Q1 		$138M Sell
2,393,244
-210,899
-8% -$12.4M 0.21% 114
2022
Q4 		$148M Sell
2,604,143
-343,665
-12% -$18.9M 0.25% 101
2022
Q3 		$147M Sell
2,947,808
-10,599
-0.4% -$546K 0.25% 97
2022
Q2 		$155M Buy
+2,958,407
New +$166M 0.25% 104

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

Mackenzie Financial's SHEL Position: Q2 2026 in Review

Mackenzie Financial increased its Shell (SHEL) stake by 19% in Q2 2026, buying an estimated $21M and bringing the position to 1,510,268 shares worth $117M. The position accounts for 0.12% of the portfolio, ranked #148.

Mackenzie Financial first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $155M in Q2 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mackenzie Financial held 1,510,268 shares of Shell worth $117M as of Q2 2026.
  • Mackenzie Financial bought 243,297 Shell shares in Q2 2026, an estimated $21M.
  • Shell made up 0.12% of Mackenzie Financial's portfolio in Q2 2026, its #148 holding.
  • Mackenzie Financial first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Mackenzie Financial's Shell position peaked at $155M in Q2 2022.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.