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Tidal Investments’s Shell SHEL Stock Holding History

Tidal 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 		$34.6M Sell
445,750
-1,096,614
-71% -$94.7M 0.06% 329
2026
Q1 		$143M Buy
1,542,364
+1,243,345
+416% +$100M 0.3% 69
2025
Q4 		$22M Buy
299,019
+2,395
+0.8% +$176K 0.05% 275
2025
Q3 		$21.2M Sell
296,624
-9,582
-3% -$690K 0.04% 299
2025
Q2 		$21.6M Sell
306,206
-6,714
-2% -$450K 0.13% 208
2025
Q1 		$22.9M Sell
312,920
-179,827
-36% -$12.1M 0.19% 141
2024
Q4 		$30.9M Buy
492,747
+262,720
+114% +$17.2M 0.24% 80
2024
Q3 		$15.2M Buy
230,027
+167,502
+268% +$11.9M 0.16% 123
2024
Q2 		$4.51M Sell
62,525
-7,716
-11% -$552K 0.06% 288
2024
Q1 		$4.71M Buy
70,241
+3,950
+6% +$253K 0.08% 249
2023
Q4 		$4.36M Sell
66,291
-23,661
-26% -$1.55M 0.1% 173
2023
Q3 		$5.79M Sell
89,952
-21,625
-19% -$1.35M 0.18% 103
2023
Q2 		$6.74M Buy
111,577
+11,719
+12% +$703K 0.2% 81
2023
Q1 		$5.75M Buy
99,858
+13,401
+16% +$788K 0.19% 99
2022
Q4 		$4.92M Sell
86,457
-31,202
-27% -$1.72M 0.19% 111
2022
Q3 		$5.85M Buy
117,659
+6,262
+6% +$323K 0.24% 73
2022
Q2 		$5.83M Sell
111,397
-43,234
-28% -$2.43M 0.21% 81
2022
Q1 		$8.49M Buy
+154,631
New +$8.21M 0.25% 67

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

Tidal Investments's SHEL Position: Q2 2026 in Review

Tidal Investments reduced its Shell (SHEL) stake by 71% in Q2 2026, selling an estimated $94.7M and leaving 445,750 shares worth $34.6M. The position accounts for 0.06% of the portfolio, ranked #329.

Tidal Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $143M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Tidal Investments held 445,750 shares of Shell worth $34.6M as of Q2 2026.
  • Tidal Investments sold 1,096,614 Shell shares in Q2 2026, an estimated $94.7M.
  • Shell made up 0.06% of Tidal Investments's portfolio in Q2 2026, its #329 holding.
  • Tidal Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Tidal Investments's Shell position peaked at $143M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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