SEI Investments’s Shell SHEL Stock Holding History

SEI Investments’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	$25M	Sell	322,268 -107,864	-25%	-$9.31M	0.02%	713
2026 Q1	$40M	Buy	430,132 +85,365	+25%	+$6.9M	0.04%	501
2025 Q4	$25.3M	Buy	344,767 +67,111	+24%	+$4.94M	0.03%	637
2025 Q3	$19.9M	Buy	277,656 +12,734	+5%	+$917K	0.02%	730
2025 Q2	$18.7M	Buy	264,922 +48,362	+22%	+$3.24M	0.02%	731
2025 Q1	$15.9M	Buy	216,560 +9,635	+5%	+$649K	0.02%	777
2024 Q4	$13M	Sell	206,925 -82,725	-29%	-$5.42M	0.02%	876
2024 Q3	$19.1M	Sell	289,650 -34,225	-11%	-$2.42M	0.02%	684
2024 Q2	$23.4M	Buy	323,875 +25,143	+8%	+$1.8M	0.03%	545
2024 Q1	$20M	Buy	298,732 +13,979	+5%	+$896K	0.03%	598
2023 Q4	$18.7M	Sell	284,753 -19,205	-6%	-$1.26M	0.03%	586
2023 Q3	$19.6M	Buy	303,958 +129,992	+75%	+$8.09M	0.04%	544
2023 Q2	$10.5M	Buy	173,966 +38,673	+29%	+$2.32M	0.02%	847
2023 Q1	$7.78M	Buy	135,293 +7,308	+6%	+$430K	0.01%	981
2022 Q4	$7.29M	Sell	127,985 -75,489	-37%	-$4.16M	0.02%	877
2022 Q3	$10.1M	Sell	203,474 -37,143	-15%	-$1.91M	0.02%	761
2022 Q2	$12.7M	Buy	240,617 +22,086	+10%	+$1.24M	0.03%	662
2022 Q1	$12M	Buy	+218,531	New	+$11.6M	0.02%	684

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

SEI Investments's SHEL Position: Q2 2026 in Review

SEI Investments reduced its Shell (SHEL) stake by 25% in Q2 2026, selling an estimated $9.31M and leaving 322,268 shares worth $25M. The position accounts for 0.02% of the portfolio, ranked #713.

SEI Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $40M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

SEI Investments held 322,268 shares of Shell worth $25M as of Q2 2026.
SEI Investments sold 107,864 Shell shares in Q2 2026, an estimated $9.31M.
Shell made up 0.02% of SEI Investments's portfolio in Q2 2026, its #713 holding.
SEI Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
SEI Investments's Shell position peaked at $40M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.