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Senator Investment Group’s Shell SHEL Stock Holding History

Senator Investment Group’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
2025
Q1 		– Sell
-11,129
Closed -$697K – 71
2024
Q4 		$697K Sell
11,129
-488,871
-98% -$32M 0.02% 64
2024
Q3 		$33M Sell
500,000
-16,400
-3% -$1.16M 1.57% 31
2024
Q2 		$37.3M Sell
516,400
-121,647
-19% -$8.69M 1.82% 24
2024
Q1 		$42.8M Buy
+638,047
New +$40.9M 1.95% 17
2022
Q3 		– Sell
-1,345,000
Closed -$70.3M – 58
2022
Q2 		$70.3M Buy
+1,345,000
New +$75.6M 5.03% 4

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Senator Investment Group's SHEL Position: Q1 2025 in Review

Senator Investment Group sold out of Shell (SHEL) in Q1 2025, closing a stake of 11,129 shares — an estimated $697K sold.

Senator Investment Group first reported a position in SHEL in Q2 2022 and held it in 5 quarters. The position peaked at $70.3M in Q2 2022. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Senator Investment Group reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Senator Investment Group sold 11,129 Shell shares in Q1 2025, an estimated $697K.
  • Senator Investment Group first reported a position in Shell in Q2 2022 and held it in 5 quarters.
  • Senator Investment Group's Shell position peaked at $70.3M in Q2 2022.
  • 1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Senator Investment Group's 13F filing for Q1 2025, filed 14 May 2025.