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Virtus Investment Advisers’s Shell SHEL Stock Holding History

Virtus Investment Advisers’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 		$190K Buy
2,451
+375
+18% +$32.4K 0.04% 437
2026
Q1 		$193K Sell
2,076
-164
-7% -$13.3K 0.05% 378
2025
Q4 		$165K Buy
+2,240
New +$165K 0.04% 393

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

Virtus Investment Advisers's SHEL Position: Q2 2026 in Review

Virtus Investment Advisers increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $32.4K and bringing the position to 2,451 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #437.

Virtus Investment Advisers first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $193K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Virtus Investment Advisers held 2,451 shares of Shell worth $190K as of Q2 2026.
  • Virtus Investment Advisers bought 375 Shell shares in Q2 2026, an estimated $32.4K.
  • Shell made up 0.04% of Virtus Investment Advisers's portfolio in Q2 2026, its #437 holding.
  • Virtus Investment Advisers first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Virtus Investment Advisers's Shell position peaked at $193K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.