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Merewether Investment Management’s Shell SHEL Stock Holding History

Merewether 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 		– Sell
-539,421
Closed -$39.6M – 89
2025
Q4 		$39.6M Sell
539,421
-211,400
-28% -$15.6M 0.91% 42
2025
Q3 		$53.7M Sell
750,821
-1,695,800
-69% -$122M 1.28% 30
2025
Q2 		$172M Buy
2,446,621
+64,815
+3% +$4.34M 4.96% 4
2025
Q1 		$175M Buy
2,381,806
+118,809
+5% +$8M 6.34% 1
2024
Q4 		$142M Buy
2,262,997
+718,233
+46% +$47.1M 5.66% 3
2024
Q3 		$102M Buy
1,544,764
+449,000
+41% +$31.8M 4.7% 6
2024
Q2 		$79.1M Sell
1,095,764
-34,200
-3% -$2.44M 4.17% 10
2024
Q1 		$75.8M Sell
1,129,964
-142,684
-11% -$9.14M 4.03% 9
2023
Q4 		$83.7M Buy
+1,272,648
New +$83.5M 4.95% 6
2023
Q3 		– Sell
-1,515,498
Closed -$91.5M – 49
2023
Q2 		$91.5M Buy
1,515,498
+74,909
+5% +$4.5M 6.65% 2
2023
Q1 		$82.9M Buy
1,440,589
+251,873
+21% +$14.8M 7.34% 2
2022
Q4 		$67.7M Buy
1,188,716
+439,398
+59% +$24.2M 6.61% 5
2022
Q3 		$37.3M Buy
749,318
+204,856
+38% +$10.6M 3.74% 11
2022
Q2 		$28.5M Sell
544,462
-546,742
-50% -$30.7M 3.69% 11
2022
Q1 		$59.9M Buy
+1,091,204
New +$57.9M 6.09% 7

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

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

Merewether Investment Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 539,421 shares — an estimated $39.6M sold.

Merewether Investment Management first reported a position in SHEL in Q1 2022 and held it in 15 quarters. The position peaked at $175M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Merewether Investment Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Merewether Investment Management sold 539,421 Shell shares in Q1 2026, an estimated $39.6M.
  • Merewether Investment Management first reported a position in Shell in Q1 2022 and held it in 15 quarters.
  • Merewether Investment Management's Shell position peaked at $175M in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.