Royce & Associates’s Shell SHEL Stock Holding History

Royce & Associates’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	$5.43M	Hold	70,000	–	–	0.04%	488
2026 Q1	$6.51M	Hold	70,000	–	–	0.06%	423
2025 Q4	$5.14M	Hold	70,000	–	–	0.05%	460
2025 Q3	$5.01M	Hold	70,000	–	–	0.05%	469
2025 Q2	$4.93M	Hold	70,000	–	–	0.05%	459
2025 Q1	$5.13M	Hold	70,000	–	–	0.06%	440
2024 Q4	$4.39M	Hold	70,000	–	–	0.04%	509
2024 Q3	$4.62M	Hold	70,000	–	–	0.04%	492
2024 Q2	$5.05M	Hold	70,000	–	–	0.05%	482
2024 Q1	$4.69M	Hold	70,000	–	–	0.04%	503
2023 Q4	$4.61M	Hold	70,000	–	–	0.04%	507
2023 Q3	$4.51M	Hold	70,000	–	–	0.05%	495
2023 Q2	$4.23M	Buy	70,000 +4,000	+6%	+$240K	0.04%	533
2023 Q1	$3.8M	Buy	66,000 +2,000	+3%	+$118K	0.04%	550
2022 Q4	$3.64M	Hold	64,000	–	–	0.04%	549
2022 Q3	$3.19M	Buy	64,000 +24,000	+60%	+$1.24M	0.04%	553
2022 Q2	$2.09M	Buy	40,000 +14,000	+54%	+$787K	0.02%	657
2022 Q1	$1.43M	Buy	+26,000	New	+$1.38M	0.01%	767

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

Royce & Associates's SHEL Position: Q2 2026 in Review

Royce & Associates held its Shell (SHEL) position steady in Q2 2026 at 70,000 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #488.

Royce & Associates first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.51M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Royce & Associates held 70,000 shares of Shell worth $5.43M as of Q2 2026.
Royce & Associates left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Royce & Associates's portfolio in Q2 2026, its #488 holding.
Royce & Associates first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Royce & Associates's Shell position peaked at $6.51M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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