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Thornburg Investment Management’s Shell SHEL Stock Holding History

Thornburg Investment 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 		$17.7M Buy
228,036
+114,162
+100% +$9.85M 0.17% 59
2026
Q1 		$10.6M Buy
113,874
+5,053
+5% +$408K 0.11% 83
2025
Q4 		$8M Buy
108,821
+23
+0% +$1.69K 0.1% 92
2025
Q3 		$7.78M Buy
108,798
+2,568
+2% +$185K 0.1% 102
2025
Q2 		$7.48M Buy
106,230
+1,953
+2% +$131K 0.1% 106
2025
Q1 		$7.64M Buy
104,277
+2,067
+2% +$139K 0.11% 107
2024
Q4 		$6.4M Sell
102,210
-1,711
-2% -$112K 0.08% 127
2024
Q3 		$6.85M Buy
103,921
+12,773
+14% +$905K 0.09% 132
2024
Q2 		$6.59M Sell
91,148
-5,557
-6% -$397K 0.09% 138
2024
Q1 		$6.56M Sell
96,705
-1,383
-1% -$88.6K 0.09% 138
2023
Q4 		$6.43M Sell
98,088
-31,025
-24% -$2.04M 0.09% 132
2023
Q3 		$8.35M Buy
129,113
+819
+0.6% +$51K 0.14% 109
2023
Q2 		$7.75M Buy
128,294
+4,046
+3% +$243K 0.13% 117
2023
Q1 		$7.15M Sell
124,248
-2,313
-2% -$136K 0.12% 120
2022
Q4 		$7.21M Buy
126,561
+21,591
+21% +$1.19M 0.12% 124
2022
Q3 		$5.22M Buy
104,970
+92,050
+712% +$4.74M 0.09% 145
2022
Q2 		$676K Sell
12,920
-1,984
-13% -$111K 0.01% 183
2022
Q1 		$819K Buy
+14,904
New +$791K 0.01% 180

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Thornburg Investment Management's SHEL Position: Q2 2026 in Review

Thornburg Investment Management increased its Shell (SHEL) stake by 100% in Q2 2026, buying an estimated $9.85M and bringing the position to 228,036 shares worth $17.7M. The position accounts for 0.17% of the portfolio, ranked #59.

Thornburg Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Thornburg Investment Management held 228,036 shares of Shell worth $17.7M as of Q2 2026.
  • Thornburg Investment Management bought 114,162 Shell shares in Q2 2026, an estimated $9.85M.
  • Shell made up 0.17% of Thornburg Investment Management's portfolio in Q2 2026, its #59 holding.
  • Thornburg Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.