Mercer Global Advisors
SHEL icon

Mercer Global Advisors’s Shell SHEL Stock Holding History

Mercer Global Advisors’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 		$16.5M Sell
177,351
-569,988
-76% -$46.1M 0.02% 363
2025
Q4 		$13.2M Buy
747,339
+585,784
+363% +$43.2M 0.02% 420
2025
Q3 		$11.6M Sell
161,555
-12,554
-7% -$904K 0.02% 431
2025
Q2 		$12.3M Buy
174,109
+11,788
+7% +$790K 0.03% 342
2025
Q1 		$11.9M Buy
162,321
+19,355
+14% +$1.3M 0.03% 324
2024
Q4 		$8.96M Sell
142,966
-58,016
-29% -$3.8M 0.02% 382
2024
Q3 		$13.4M Sell
200,982
-4,058
-2% -$287K 0.03% 266
2024
Q2 		$14.8M Buy
205,040
+3,374
+2% +$241K 0.04% 234
2024
Q1 		$13.5M Buy
201,666
+3,089
+2% +$198K 0.04% 251
2023
Q4 		$13.1M Buy
198,577
+14,599
+8% +$958K 0.04% 255
2023
Q3 		$11.8M Sell
183,978
-29,328
-14% -$1.83M 0.05% 239
2023
Q2 		$12.9M Sell
213,306
-31,948
-13% -$1.92M 0.05% 242
2023
Q1 		$14.1M Sell
245,254
-13,248
-5% -$779K 0.06% 214
2022
Q4 		$14.7M Buy
258,502
+73,048
+39% +$4.03M 0.07% 201
2022
Q3 		$9.23M Buy
185,454
+147
+0.1% +$7.58K 0.05% 239
2022
Q2 		$9.69M Buy
185,307
+11,291
+6% +$634K 0.06% 230
2022
Q1 		$9.56M Buy
+174,016
New +$9.24M 0.06% 233

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

Mercer Global Advisors's SHEL Position: Q1 2026 in Review

Mercer Global Advisors reduced its Shell (SHEL) stake by 76% in Q1 2026, selling an estimated $46.1M and leaving 177,351 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #363.

Mercer Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Mercer Global Advisors held 177,351 shares of Shell worth $16.5M as of Q1 2026.
  • Mercer Global Advisors sold 569,988 Shell shares in Q1 2026, an estimated $46.1M.
  • Shell made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #363 holding.
  • Mercer Global Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.