State Street’s Shell SHEL Stock Holding History

State Street’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	$2.67M	Sell	34,376 -42,478	-55%	-$3.67M	﹤0.01%	3241
2026 Q1	$7.15M	Buy	76,854 +43	+0.1%	+$3.48K	﹤0.01%	2786
2025 Q4	$5.64M	Buy	76,811 +46,289	+152%	+$3.41M	﹤0.01%	2942
2025 Q3	$2.18M	Sell	30,522 -406	-1%	-$29.2K	﹤0.01%	3313
2025 Q2	$2.18M	Sell	30,928 -9,207	-23%	-$617K	﹤0.01%	3287
2025 Q1	$2.94M	Buy	40,135 +282	+0.7%	+$19K	﹤0.01%	3091
2024 Q4	$2.5M	Buy	39,853 +9,391	+31%	+$615K	﹤0.01%	3246
2024 Q3	$2.01M	Sell	30,462 -422	-1%	-$29.9K	﹤0.01%	3327
2024 Q2	$2.23M	Buy	30,884 +647	+2%	+$46.2K	﹤0.01%	3286
2024 Q1	$2.03M	Buy	30,237 +15	+0%	+$961	﹤0.01%	3275
2023 Q4	$1.99M	Buy	30,222 +3,727	+14%	+$245K	﹤0.01%	3312
2023 Q3	$1.71M	Buy	26,495 +165	+0.6%	+$10.3K	﹤0.01%	3392
2023 Q2	$1.59M	Sell	26,330 -55,072	-68%	-$3.3M	﹤0.01%	3483
2023 Q1	$4.69M	Buy	81,402 +23,273	+40%	+$1.37M	﹤0.01%	3020
2022 Q4	$3.31M	Sell	58,129 -11,576	-17%	-$638K	﹤0.01%	3224
2022 Q3	$3.47M	Sell	69,705 -14,910	-18%	-$768K	﹤0.01%	3239
2022 Q2	$4.42M	Sell	84,615 -92,334	-52%	-$5.19M	﹤0.01%	3154
2022 Q1	$9.72M	Buy	+176,949	New	+$9.39M	﹤0.01%	2842

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

State Street's SHEL Position: Q2 2026 in Review

State Street reduced its Shell (SHEL) stake by 55% in Q2 2026, selling an estimated $3.67M and leaving 34,376 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

State Street first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.72M in Q1 2022. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

State Street held 34,376 shares of Shell worth $2.67M as of Q2 2026.
State Street sold 42,478 Shell shares in Q2 2026, an estimated $3.67M.
Shell made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3241 holding.
State Street first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
State Street's Shell position peaked at $9.72M in Q1 2022.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.