Vident Advisory’s Shell SHEL Stock Holding History

Vident Advisory’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	$6.02M	Buy	77,590 +13,993	+22%	+$1.21M	0.04%	348
2026 Q1	$5.91M	Buy	63,597 +5,843	+10%	+$472K	0.05%	313
2025 Q4	$4.24M	Sell	57,754 -3,723	-6%	-$274K	0.04%	380
2025 Q3	$4.4M	Buy	61,477 +4,637	+8%	+$334K	0.04%	341
2025 Q2	$4M	Sell	56,840 -1,555	-3%	-$104K	0.04%	325
2025 Q1	$4.28M	Buy	58,395 +11,000	+23%	+$741K	0.06%	271
2024 Q4	$2.97M	Sell	47,395 -2,902	-6%	-$190K	0.05%	321
2024 Q3	$3.32M	Buy	50,297 +10,391	+26%	+$736K	0.08%	250
2024 Q2	$2.88M	Buy	39,906 +20,881	+110%	+$1.49M	0.08%	267
2024 Q1	$1.28M	Sell	19,025 -7,454	-28%	-$478K	0.03%	505
2023 Q4	$1.74M	Buy	26,479 +2,602	+11%	+$171K	0.04%	407
2023 Q3	$1.54M	Buy	+23,877	New	+$1.49M	0.05%	385

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

Vident Advisory's SHEL Position: Q2 2026 in Review

Vident Advisory increased its Shell (SHEL) stake by 22% in Q2 2026, buying an estimated $1.21M and bringing the position to 77,590 shares worth $6.02M. The position accounts for 0.04% of the portfolio, ranked #348.

Vident Advisory first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Vident Advisory held 77,590 shares of Shell worth $6.02M as of Q2 2026.
Vident Advisory bought 13,993 Shell shares in Q2 2026, an estimated $1.21M.
Shell made up 0.04% of Vident Advisory's portfolio in Q2 2026, its #348 holding.
Vident Advisory first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.