Swiss Life Asset Management’s Shell SHEL Stock Holding History

Swiss Life Asset Management’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	–	Sell	-3,000	Closed	-$279K	–	1720
2026 Q1	$279K	Hold	3,000	–	–	﹤0.01%	1159
2025 Q4	$220K	Hold	3,000	–	–	﹤0.01%	1225
2025 Q3	$215K	Hold	3,000	–	–	﹤0.01%	1084
2025 Q2	$211K	Hold	3,000	–	–	﹤0.01%	802
2025 Q1	$220K	Sell	3,000 -1,915	-39%	-$129K	﹤0.01%	688
2024 Q4	$308K	Sell	4,915 -2,625	-35%	-$172K	﹤0.01%	673
2024 Q3	$497K	Sell	7,540 -1,910	-20%	-$135K	0.01%	531
2024 Q2	$682K	Hold	9,450	–	–	0.01%	464
2024 Q1	$634K	Sell	9,450 -5,334	-36%	-$342K	0.01%	434
2023 Q4	$973K	Sell	14,784 -1,000	-6%	-$65.6K	0.01%	495
2023 Q3	$1.02M	Hold	15,784	–	–	0.02%	550
2023 Q2	$953K	Hold	15,784	–	–	0.01%	537
2023 Q1	$908K	Hold	15,784	–	–	0.01%	542
2022 Q4	$899K	Sell	15,784 -1,830	-10%	-$101K	0.02%	502
2022 Q3	$876K	Hold	17,614	–	–	0.02%	491
2022 Q2	$921K	Sell	17,614 -4,045	-19%	-$227K	0.01%	489
2022 Q1	$1.19M	Buy	+21,659	New	+$1.15M	0.02%	457

Other funds holding SHEL

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swiss Life Asset Management's SHEL Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,000 shares — an estimated $279K sold.

Swiss Life Asset Management first reported a position in SHEL in Q1 2022 and held it in 17 quarters. The position peaked at $1.19M in Q1 2022. 1,186 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Swiss Life Asset Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Swiss Life Asset Management sold 3,000 Shell shares in Q2 2026, an estimated $279K.
Swiss Life Asset Management first reported a position in Shell in Q1 2022 and held it in 17 quarters.
Swiss Life Asset Management's Shell position peaked at $1.19M in Q1 2022.
1,186 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.