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Marco Investment Management’s Shell SHEL Stock Holding History

Marco Investment 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
Q1 		$360K Sell
3,872
-400
-9% -$32.3K 0.03% 160
2025
Q4 		$314K Sell
4,272
-10
-0.2% -$737 0.02% 178
2025
Q3 		$306K Buy
4,282
+10
+0.2% +$720 0.02% 173
2025
Q2 		$301K Buy
4,272
+265
+7% +$17.8K 0.03% 175
2025
Q1 		$294K Hold
4,007
– – 0.03% 169
2024
Q4 		$251K Buy
4,007
+400
+11% +$26.2K 0.02% 187
2024
Q3 		$238K Hold
3,607
– – 0.02% 202
2024
Q2 		$260K Sell
3,607
-138
-4% -$9.86K 0.02% 179
2024
Q1 		$251K Hold
3,745
– – 0.02% 189
2023
Q4 		$246K Sell
3,745
-100
-3% -$6.56K 0.03% 183
2023
Q3 		$248K Sell
3,845
-217
-5% -$13.5K 0.03% 173
2023
Q2 		$245K Sell
4,062
-201
-5% -$12.1K 0.03% 177
2023
Q1 		$245K Buy
4,263
+205
+5% +$12.1K 0.03% 179
2022
Q4 		$231K Buy
4,058
+28
+0.7% +$1.54K 0.03% 179
2022
Q3 		$201K Hold
4,030
– – 0.03% 184
2022
Q2 		$211K Buy
+4,030
New +$226K 0.02% 186

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Marco Investment Management's SHEL Position: Q1 2026 in Review

Marco Investment Management reduced its Shell (SHEL) stake by 9.4% in Q1 2026, selling an estimated $32.3K and leaving 3,872 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #160.

Marco Investment Management first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Marco Investment Management held 3,872 shares of Shell worth $360K as of Q1 2026.
  • Marco Investment Management sold 400 Shell shares in Q1 2026, an estimated $32.3K.
  • Shell made up 0.03% of Marco Investment Management's portfolio in Q1 2026, its #160 holding.
  • Marco Investment Management first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.