Ray Dalio
SHEL icon

Ray Dalio’s Shell SHEL Stock Holding History

Ray Dalio’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 		$118M Buy
1,526,163
+1,214,006
+389% +$105M 0.49% 28
2026
Q1 		$29M Sell
312,157
-691,420
-69% -$55.9M 0.13% 113
2025
Q4 		$73.7M Sell
1,003,577
-115,728
-10% -$8.52M 0.27% 62
2025
Q3 		$80.1M Sell
1,119,305
-183,164
-14% -$13.2M 0.31% 61
2025
Q2 		$91.7M Buy
1,302,469
+251,317
+24% +$16.8M 0.37% 60
2025
Q1 		$77M Buy
1,051,152
+220,152
+26% +$14.8M 0.36% 64
2024
Q4 		$52.1M Buy
831,000
+697,806
+524% +$45.7M 0.24% 77
2024
Q3 		$8.78M Buy
+133,194
New +$9.43M 0.05% 286

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
Orbis Allan Gray
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

Ray Dalio's SHEL Position: Q2 2026 in Review

Ray Dalio increased its Shell (SHEL) stake by 389% in Q2 2026, buying an estimated $105M and bringing the position to 1,526,163 shares worth $118M. The position accounts for 0.49% of the portfolio, ranked #28.

Ray Dalio first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. 1,533 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ray Dalio held 1,526,163 shares of Shell worth $118M as of Q2 2026.
  • Ray Dalio bought 1,214,006 Shell shares in Q2 2026, an estimated $105M.
  • Shell made up 0.49% of Ray Dalio's portfolio in Q2 2026, its #28 holding.
  • Ray Dalio first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.