Voloridge Investment Management’s Shell SHEL Stock Holding History

Voloridge 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	$44.9M	Buy	+579,179	New	+$50M	0.19%	171
2025 Q4	–	Sell	-18,446	Closed	-$1.32M	–	1337
2025 Q3	$1.32M	Buy	+18,446	New	+$1.33M	﹤0.01%	1001
2025 Q2	–	Sell	-1,884,725	Closed	-$138M	–	1344
2025 Q1	$138M	Sell	1,884,725 -1,578,647	-46%	-$106M	0.51%	22
2024 Q4	$217M	Buy	3,463,372 +2,182,253	+170%	+$143M	0.77%	8
2024 Q3	$84.5M	Sell	1,281,119 -434,562	-25%	-$30.8M	0.31%	74
2024 Q2	$124M	Buy	1,715,681 +1,005,658	+142%	+$71.9M	0.46%	36
2024 Q1	$47.6M	Buy	+710,023	New	+$45.5M	0.17%	167
2023 Q4	–	Sell	-298,889	Closed	-$19.2M	–	1445
2023 Q3	$19.2M	Buy	+298,889	New	+$18.6M	0.09%	291

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

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

Voloridge Investment Management opened a new position in Shell (SHEL) in Q2 2026: 579,179 shares worth $44.9M. The stake represents 0.19% of the portfolio and ranks #171 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in SHEL as recently as Q3 2025.

Voloridge Investment Management first reported a position in SHEL in Q3 2023 and has held it in 8 quarters since. The position peaked at $217M in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Voloridge Investment Management held 579,179 shares of Shell worth $44.9M as of Q2 2026.
Shell was a new Voloridge Investment Management position in Q2 2026.
Shell made up 0.19% of Voloridge Investment Management's portfolio in Q2 2026, its #171 holding.
Voloridge Investment Management first reported a position in Shell in Q3 2023 and has held it in 8 quarters since.
Voloridge Investment Management's Shell position peaked at $217M in Q4 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.