Standard Investments’s Shell SHEL Stock Holding History

Standard 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	$190M	Hold	2,450,000	–	–	9.84%	5
2026 Q1	$228M	Sell	2,450,000 -914,000	-27%	-$73.9M	12.46%	4
2025 Q4	$247M	Sell	3,364,000 -1,071,000	-24%	-$78.9M	12.34%	4
2025 Q3	$317M	Sell	4,435,000 -1,045,000	-19%	-$75.2M	15.64%	3
2025 Q2	$386M	Hold	5,480,000	–	–	16.53%	1
2025 Q1	$402M	Hold	5,480,000	–	–	23.43%	1
2024 Q4	$343M	Hold	5,480,000	–	–	18.54%	1
2024 Q3	$361M	Hold	5,480,000	–	–	18.32%	1
2024 Q2	$396M	Buy	5,480,000 +355,000	+7%	+$25.4M	22.12%	1
2024 Q1	$344M	Buy	5,125,000 +275,000	+6%	+$17.6M	21.86%	1
2023 Q4	$319M	Hold	4,850,000	–	–	19.67%	1
2023 Q3	$312M	Buy	4,850,000 +250,000	+5%	+$15.6M	18.99%	1
2023 Q2	$278M	Buy	4,600,000 +600,000	+15%	+$36M	14.23%	2
2023 Q1	$230M	Buy	4,000,000 +850,000	+27%	+$50M	11.16%	2
2022 Q4	$179M	Hold	3,150,000	–	–	9.36%	4
2022 Q3	$157M	Buy	3,150,000 +925,000	+42%	+$47.7M	7.17%	7
2022 Q2	$116M	Buy	2,225,000 +775,000	+53%	+$43.5M	4.22%	8
2022 Q1	$79.6M	Buy	+1,450,000	New	+$77M	2.07%	15

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

Standard Investments's SHEL Position: Q2 2026 in Review

Standard Investments held its Shell (SHEL) position steady in Q2 2026 at 2,450,000 shares worth $190M. The position accounts for 9.84% of the portfolio, ranked #5.

Standard Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $402M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Standard Investments held 2,450,000 shares of Shell worth $190M as of Q2 2026.
Standard Investments left its Shell share count unchanged in Q2 2026.
Shell made up 9.84% of Standard Investments's portfolio in Q2 2026, its #5 holding.
Standard Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Standard Investments's Shell position peaked at $402M in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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