Mondrian Investment Partners’s Shell SHEL Stock Holding History

Mondrian Investment Partners’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	$125M	Buy	1,617,230 +6,832	+0.4%	+$590K	1.93%	22
2026 Q1	$150M	Sell	1,610,398 -5,728	-0.4%	-$463K	2.24%	17
2025 Q4	$119M	Sell	1,616,126 -7,841	-0.5%	-$578K	1.96%	26
2025 Q3	$116M	Buy	+1,623,967	New	+$117M	1.94%	25
2025 Q1	$121M	Sell	1,655,018 -8,862	-0.5%	-$597K	2.07%	21
2024 Q4	$110M	Sell	1,663,880 -10,176	-0.6%	-$667K	1.81%	29
2024 Q3	$110M	Sell	1,674,056 -33,801	-2%	-$2.39M	1.67%	34
2024 Q2	$125M	Sell	1,707,857 -480,015	-22%	-$34.3M	1.92%	23
2024 Q1	$147M	Buy	2,187,872 +993,342	+83%	+$63.7M	2.01%	19
2023 Q4	$78.6M	Buy	1,194,530 +1,193,630	+132,626%	+$78.3M	1.24%	42
2023 Q3	$57.9K	Hold	900	–	–	﹤0.01%	86
2023 Q2	$54.3K	Hold	900	–	–	﹤0.01%	83
2023 Q1	$51.8K	Hold	900	–	–	﹤0.01%	79
2022 Q4	$51K	Sell	900 -129	-13%	-$7.11K	﹤0.01%	81
2022 Q3	$51K	Hold	1,029	–	–	﹤0.01%	79
2022 Q2	$54K	Sell	1,029 -144	-12%	-$8.09K	﹤0.01%	76
2022 Q1	$64K	Buy	+1,173	New	+$62.3K	﹤0.01%	77

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mondrian Investment Partners's SHEL Position: Q2 2026 in Review

Mondrian Investment Partners increased its Shell (SHEL) stake by 0.42% in Q2 2026, buying an estimated $590K and bringing the position to 1,617,230 shares worth $125M. The position accounts for 1.93% of the portfolio, ranked #22.

Mondrian Investment Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $150M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mondrian Investment Partners held 1,617,230 shares of Shell worth $125M as of Q2 2026.
Mondrian Investment Partners bought 6,832 Shell shares in Q2 2026, an estimated $590K.
Shell made up 1.93% of Mondrian Investment Partners's portfolio in Q2 2026, its #22 holding.
Mondrian Investment Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Mondrian Investment Partners's Shell position peaked at $150M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.