Mawer Investment Management
SHEL icon

Mawer Investment Management’s Shell SHEL Stock Holding History

Mawer 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
Q2 		$621M Buy
8,013,792
+893,456
+13% +$77.1M 4.22% 4
2026
Q1 		$662M Sell
7,120,336
-954,753
-12% -$77.1M 4.29% 4
2025
Q4 		$593M Buy
8,075,089
+3,574,353
+79% +$263M 3.32% 8
2025
Q3 		$322M Sell
4,500,736
-89,758
-2% -$6.46M 1.67% 20
2025
Q2 		$323M Sell
4,590,494
-339,170
-7% -$22.7M 1.64% 16
2025
Q1 		$361M Sell
4,929,664
-215,986
-4% -$14.6M 1.74% 17
2024
Q4 		$322M Sell
5,145,650
-137,218
-3% -$8.99M 1.46% 20
2024
Q3 		$348M Buy
5,282,868
+422,329
+9% +$29.9M 1.59% 21
2024
Q2 		$351M Sell
4,860,539
-238,224
-5% -$17M 1.66% 18
2024
Q1 		$342M Sell
5,098,763
-226,513
-4% -$14.5M 1.59% 20
2023
Q4 		$350M Buy
5,325,276
+885,069
+20% +$58.1M 1.79% 19
2023
Q3 		$286M Sell
4,440,207
-42,266
-0.9% -$2.63M 1.53% 20
2023
Q2 		$271M Sell
4,482,473
-91,057
-2% -$5.46M 1.42% 23
2023
Q1 		$263M Buy
4,573,530
+881,306
+24% +$51.8M 1.44% 21
2022
Q4 		$210M Buy
3,692,224
+479,926
+15% +$26.5M 1.19% 25
2022
Q3 		$160M Buy
+3,212,298
New +$166M 0.97% 31

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mawer Investment Management's SHEL Position: Q2 2026 in Review

Mawer Investment Management increased its Shell (SHEL) stake by 13% in Q2 2026, buying an estimated $77.1M and bringing the position to 8,013,792 shares worth $621M. The position accounts for 4.22% of the portfolio, ranked #4.

Mawer Investment Management first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $662M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mawer Investment Management held 8,013,792 shares of Shell worth $621M as of Q2 2026.
  • Mawer Investment Management bought 893,456 Shell shares in Q2 2026, an estimated $77.1M.
  • Shell made up 4.22% of Mawer Investment Management's portfolio in Q2 2026, its #4 holding.
  • Mawer Investment Management first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
  • Mawer Investment Management's Shell position peaked at $662M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.