Oppenheimer & Co
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Oppenheimer & Co’s Shell SHEL Stock Holding History

Oppenheimer & Co’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
Q3 		$4.7M Buy
49,441
+1,693
+4% +$153K 0.05% 381
2026
Q2 		$3.7M Sell
47,748
-508
-1% -$43.9K 0.04% 453
2026
Q1 		$4.49M Sell
48,256
-2,586
-5% -$209K 0.05% 361
2025
Q4 		$3.74M Buy
50,842
+1,714
+3% +$126K 0.05% 366
2025
Q3 		$3.51M Buy
49,128
+1,277
+3% +$92K 0.04% 428
2025
Q2 		$3.37M Sell
47,851
-938
-2% -$62.9K 0.04% 438
2025
Q1 		$3.58M Buy
48,789
+378
+0.8% +$25.5K 0.05% 379
2024
Q4 		$3.03M Sell
48,411
-8,149
-14% -$534K 0.05% 425
2024
Q3 		$3.73M Sell
56,560
-3,446
-6% -$244K 0.06% 359
2024
Q2 		$4.33M Buy
60,006
+10,066
+20% +$719K 0.07% 305
2024
Q1 		$3.35M Buy
49,940
+2,932
+6% +$188K 0.06% 365
2023
Q4 		$3.09M Sell
47,008
-983
-2% -$64.5K 0.06% 377
2023
Q3 		$3.09M Sell
47,991
-1,092
-2% -$68K 0.06% 337
2023
Q2 		$2.96M Sell
49,083
-8,958
-15% -$538K 0.06% 371
2023
Q1 		$3.34M Sell
58,041
-3,688
-6% -$217K 0.07% 311
2022
Q4 		$3.52M Buy
61,729
+717
+1% +$39.5K 0.08% 294
2022
Q3 		$3.04M Buy
61,012
+4,328
+8% +$223K 0.07% 323
2022
Q2 		$2.96M Sell
56,684
-12,702
-18% -$714K 0.06% 350
2022
Q1 		$3.81M Buy
+69,386
New +$3.68M 0.07% 338

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Oppenheimer & Co's SHEL Position: Q3 2026 in Review

Oppenheimer & Co increased its Shell (SHEL) stake by 3.5% in Q3 2026, buying an estimated $153K and bringing the position to 49,441 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #381.

Oppenheimer & Co first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,253 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Oppenheimer & Co held 49,441 shares of Shell worth $4.7M as of Q3 2026.
  • Oppenheimer & Co bought 1,693 Shell shares in Q3 2026, an estimated $153K.
  • Shell made up 0.05% of Oppenheimer & Co's portfolio in Q3 2026, its #381 holding.
  • Oppenheimer & Co first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.