Viking Fund Management’s Shell SHEL Stock Holding History

Viking Fund 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	$13.3M	Buy	172,000 +12,000	+8%	+$1.04M	1.19%	30
2026 Q1	$14.9M	Buy	+160,000	New	+$12.9M	1.53%	16
2024 Q3	–	Sell	-60,000	Closed	-$4.33M	–	134
2024 Q2	$4.33M	Sell	60,000 -10,000	-14%	-$715K	0.78%	48
2024 Q1	$4.69M	Hold	70,000	–	–	0.85%	40
2023 Q4	$4.61M	Hold	70,000	–	–	0.9%	40
2023 Q3	$4.51M	Sell	70,000 -10,000	-13%	-$622K	0.91%	42
2023 Q2	$4.83M	Hold	80,000	–	–	0.91%	46
2023 Q1	$4.6M	Hold	80,000	–	–	0.89%	45
2022 Q4	$4.56M	Buy	80,000 +24,000	+43%	+$1.32M	0.9%	45
2022 Q3	$2.79M	Buy	56,000 +10,000	+22%	+$515K	0.66%	55
2022 Q2	$2.4M	Buy	+46,000	New	+$2.58M	0.56%	65

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

Viking Fund Management's SHEL Position: Q2 2026 in Review

Viking Fund Management increased its Shell (SHEL) stake by 7.5% in Q2 2026, buying an estimated $1.04M and bringing the position to 172,000 shares worth $13.3M. The position accounts for 1.19% of the portfolio, ranked #30.

Viking Fund Management first reported a position in SHEL in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.9M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Viking Fund Management held 172,000 shares of Shell worth $13.3M as of Q2 2026.
Viking Fund Management bought 12,000 Shell shares in Q2 2026, an estimated $1.04M.
Shell made up 1.19% of Viking Fund Management's portfolio in Q2 2026, its #30 holding.
Viking Fund Management first reported a position in Shell in Q2 2022 and has held it in 11 quarters since.
Viking Fund Management's Shell position peaked at $14.9M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.