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Oppenheimer Asset Management’s Shell SHEL Stock Holding History

Oppenheimer Asset 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 		$12.3M Buy
159,012
+20,146
+15% +$1.74M 0.13% 181
2026
Q1 		$12.9M Sell
138,866
-19,256
-12% -$1.56M 0.15% 167
2025
Q4 		$11.6M Sell
158,122
-18,594
-11% -$1.37M 0.14% 165
2025
Q3 		$12.6M Sell
176,716
-1,448
-0.8% -$104K 0.14% 174
2025
Q2 		$12.5M Buy
178,164
+85
+0% +$5.7K 0.14% 166
2025
Q1 		$13M Sell
178,079
-627
-0.4% -$42.2K 0.16% 148
2024
Q4 		$11.2M Sell
178,706
-23,196
-11% -$1.52M 0.14% 168
2024
Q3 		$13.3M Sell
201,902
-21,151
-9% -$1.5M 0.16% 150
2024
Q2 		$16.1M Buy
223,053
+47,396
+27% +$3.39M 0.21% 110
2024
Q1 		$11.8M Sell
175,657
-10,544
-6% -$676K 0.17% 142
2023
Q4 		$12.3M Sell
186,201
-3,361
-2% -$221K 0.17% 143
2023
Q3 		$12.2M Buy
189,562
+24,865
+15% +$1.55M 0.19% 130
2023
Q2 		$9.94M Sell
164,697
-19,137
-10% -$1.15M 0.15% 173
2023
Q1 		$10.6M Sell
183,834
-25,114
-12% -$1.48M 0.16% 159
2022
Q4 		$11.9M Sell
208,948
-7,608
-4% -$419K 0.19% 138
2022
Q3 		$10.8M Sell
216,556
-7,499
-3% -$386K 0.19% 132
2022
Q2 		$11.7M Buy
224,055
+64,808
+41% +$3.64M 0.2% 121
2022
Q1 		$8.75M Buy
+159,247
New +$8.45M 0.12% 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

Oppenheimer Asset Management's SHEL Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $1.74M and bringing the position to 159,012 shares worth $12.3M. The position accounts for 0.13% of the portfolio, ranked #181.

Oppenheimer Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $16.1M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Oppenheimer Asset Management held 159,012 shares of Shell worth $12.3M as of Q2 2026.
  • Oppenheimer Asset Management bought 20,146 Shell shares in Q2 2026, an estimated $1.74M.
  • Shell made up 0.13% of Oppenheimer Asset Management's portfolio in Q2 2026, its #181 holding.
  • Oppenheimer Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Oppenheimer Asset Management's Shell position peaked at $16.1M in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.