MFIM
SHEL icon

Mesirow Financial Investment Management’s Shell SHEL Stock Holding History

Mesirow Financial 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 		$1.82M Buy
23,444
+139
+0.6% +$12K 0.03% 217
2026
Q1 		$2.17M Buy
23,305
+2,446
+12% +$198K 0.04% 201
2025
Q4 		$1.53M Sell
20,859
-3,780
-15% -$278K 0.03% 206
2025
Q3 		$1.76M Buy
24,639
+187
+0.8% +$13.5K 0.03% 210
2025
Q2 		$1.72M Buy
24,452
+945
+4% +$63.3K 0.03% 205
2025
Q1 		$1.72M Sell
23,507
-107
-0.5% -$7.21K 0.03% 206
2024
Q4 		$1.48M Buy
23,614
+437
+2% +$28.6K 0.03% 222
2024
Q3 		$1.53M Sell
23,177
-98
-0.4% -$6.94K 0.03% 221
2024
Q2 		$1.68M Sell
23,275
-470
-2% -$33.6K 0.04% 201
2024
Q1 		$1.59M Buy
23,745
+5,549
+30% +$356K 0.04% 207
2023
Q4 		$1.2M Buy
+18,196
New +$1.19M 0.04% 204

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

Mesirow Financial Investment Management's SHEL Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Shell (SHEL) stake by 0.6% in Q2 2026, buying an estimated $12K and bringing the position to 23,444 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #217.

Mesirow Financial Investment Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mesirow Financial Investment Management held 23,444 shares of Shell worth $1.82M as of Q2 2026.
  • Mesirow Financial Investment Management bought 139 Shell shares in Q2 2026, an estimated $12K.
  • Shell made up 0.03% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #217 holding.
  • Mesirow Financial Investment Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Shell position peaked at $2.17M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.