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SHEL icon

&Partners’s Shell SHEL Stock Holding History

&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
Q1 		$9M Buy
94,755
+10,323
+12% +$834K 0.04% 360
2025
Q4 		$6.2M Buy
84,432
+12,535
+17% +$923K 0.03% 428
2025
Q3 		$5.14M Buy
71,897
+3,080
+4% +$222K 0.03% 413
2025
Q2 		$4.85M Buy
68,817
+5,419
+9% +$363K 0.04% 374
2025
Q1 		$4.59M Buy
63,398
+4,812
+8% +$324K 0.05% 316
2024
Q4 		$3.77M Buy
58,586
+18,501
+46% +$1.21M 0.05% 333
2024
Q3 		$2.63M Buy
40,085
+18,756
+88% +$1.33M 0.05% 312
2024
Q2 		$1.54M Buy
21,329
+10,290
+93% +$735K 0.07% 245
2024
Q1 		$740K Buy
11,039
+4,156
+60% +$266K 0.1% 201
2023
Q4 		$451K Buy
6,883
+854
+14% +$56K 0.11% 167
2023
Q3 		$388K Buy
6,029
+174
+3% +$10.8K 0.18% 103
2023
Q2 		$354K Buy
5,855
+453
+8% +$27.2K 0.16% 113
2023
Q1 		$311K Buy
5,402
+23
+0.4% +$1.35K 0.15% 116
2022
Q4 		$306K Buy
5,379
+20
+0.4% +$1.1K 0.15% 121
2022
Q3 		$267K Buy
5,359
+219
+4% +$11.3K 0.15% 131
2022
Q2 		$269K Buy
5,140
+20
+0.4% +$1.12K 0.16% 132
2022
Q1 		$281K Buy
+5,120
New +$272K 0.16% 133

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

&Partners's SHEL Position: Q1 2026 in Review

&Partners increased its Shell (SHEL) stake by 12% in Q1 2026, buying an estimated $834K and bringing the position to 94,755 shares worth $9M. The position accounts for 0.04% of the portfolio, ranked #360.

&Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • &Partners held 94,755 shares of Shell worth $9M as of Q1 2026.
  • &Partners bought 10,323 Shell shares in Q1 2026, an estimated $834K.
  • Shell made up 0.04% of &Partners's portfolio in Q1 2026, its #360 holding.
  • &Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.