Quantitative Investment Management’s Shell SHEL Stock Holding History

Quantitative 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	$3.45M	Buy	+44,507	New	+$3.84M	0.38%	69
2025 Q3	–	Sell	-3,979	Closed	-$280K	–	474
2025 Q2	$280K	Buy	+3,979	New	+$267K	0.04%	254
2025 Q1	–	Sell	-11,840	Closed	-$741K	–	465
2024 Q4	$741K	Buy	+11,840	New	+$776K	0.06%	221
2024 Q3	–	Sell	-5,947	Closed	-$429K	–	423
2024 Q2	$429K	Sell	5,947 -78,388	-93%	-$5.6M	0.05%	251
2024 Q1	$5.65M	Buy	84,335 +26,996	+47%	+$1.73M	0.33%	59
2023 Q4	$3.77M	Buy	+57,339	New	+$3.76M	0.22%	120

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

Quantitative Investment Management's SHEL Position: Q2 2026 in Review

Quantitative Investment Management opened a new position in Shell (SHEL) in Q2 2026: 44,507 shares worth $3.45M. The stake represents 0.38% of the portfolio and ranks #69 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in SHEL as recently as Q2 2025.

Quantitative Investment Management first reported a position in SHEL in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.65M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Quantitative Investment Management held 44,507 shares of Shell worth $3.45M as of Q2 2026.
Shell was a new Quantitative Investment Management position in Q2 2026.
Shell made up 0.38% of Quantitative Investment Management's portfolio in Q2 2026, its #69 holding.
Quantitative Investment Management first reported a position in Shell in Q4 2023 and has held it in 6 quarters since.
Quantitative Investment Management's Shell position peaked at $5.65M in Q1 2024.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Quantitative Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.