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
2025 Q1	–	Sell	-300,000	Closed	-$18.8M	–	19
2024 Q4	$18.8M	Hold	300,000	–	–	1.01%	16
2024 Q3	$19.8M	Sell	300,000 -300,000	-50%	-$21.2M	1%	15
2024 Q2	$43.3M	Sell	600,000 -500,000	-45%	-$35.7M	2.42%	12
2024 Q1	$73.7M	Buy	1,100,000 +200,000	+22%	+$12.8M	4.69%	9
2023 Q4	$59.2M	Sell	900,000 -900,000	-50%	-$59.1M	3.65%	11
2023 Q3	$116M	Buy	+1,800,000	New	+$112M	7.05%	7

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Standard Investments's SHEL Position: Q1 2026 in Review

Standard Investments reduced its Shell (SHEL) stake by 27% in Q1 2026, selling an estimated $73.9M and leaving 2,450,000 shares worth $228M. The position accounts for 12.46% of the portfolio, ranked #4.

Standard Investments first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $402M in Q1 2025. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Standard Investments held 2,450,000 shares of Shell worth $228M as of Q1 2026.
Standard Investments sold 914,000 Shell shares in Q1 2026, an estimated $73.9M.
Shell made up 12.46% of Standard Investments's portfolio in Q1 2026, its #4 holding.
Standard Investments first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Standard Investments's Shell position peaked at $402M in Q1 2025.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Standard Investments's 13F filing for Q1 2026, filed 15 May 2026.