Wellington Management Group
SHEL icon

Wellington Management Group’s Shell SHEL Stock Holding History

Wellington Management Group’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 		$444M Sell
5,732,160
-631,195
-10% -$54.5M 0.08% 239
2026
Q1 		$592M Sell
6,363,355
-302,354
-5% -$24.4M 0.11% 188
2025
Q4 		$490M Sell
6,665,709
-157,316
-2% -$11.6M 0.09% 210
2025
Q3 		$488M Sell
6,823,025
-714,261
-9% -$51.4M 0.09% 208
2025
Q2 		$531M Sell
7,537,286
-351,462
-4% -$23.6M 0.1% 190
2025
Q1 		$578M Sell
7,888,748
-94,069
-1% -$6.34M 0.11% 171
2024
Q4 		$500M Buy
7,982,817
+238,705
+3% +$15.6M 0.09% 188
2024
Q3 		$511M Sell
7,744,112
-390,678
-5% -$27.7M 0.09% 199
2024
Q2 		$587M Sell
8,134,790
-109,167
-1% -$7.8M 0.1% 188
2024
Q1 		$553M Sell
8,243,957
-215,894
-3% -$13.8M 0.1% 203
2023
Q4 		$557M Sell
8,459,851
-283,027
-3% -$18.6M 0.1% 196
2023
Q3 		$563M Buy
8,742,878
+848,104
+11% +$52.8M 0.11% 184
2023
Q2 		$477M Sell
7,894,774
-134,505
-2% -$8.07M 0.09% 223
2023
Q1 		$462M Sell
8,029,279
-433,351
-5% -$25.5M 0.09% 215
2022
Q4 		$482M Sell
8,462,630
-1,033,180
-11% -$57M 0.1% 202
2022
Q3 		$473M Sell
9,495,810
-2,976,450
-24% -$153M 0.1% 198
2022
Q2 		$652M Buy
12,472,260
+134,034
+1% +$7.53M 0.13% 154
2022
Q1 		$678M Buy
+12,338,226
New +$655M 0.12% 179

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

Wellington Management Group's SHEL Position: Q2 2026 in Review

Wellington Management Group reduced its Shell (SHEL) stake by 9.9% in Q2 2026, selling an estimated $54.5M and leaving 5,732,160 shares worth $444M. The position accounts for 0.08% of the portfolio, ranked #239.

Wellington Management Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $678M in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wellington Management Group held 5,732,160 shares of Shell worth $444M as of Q2 2026.
  • Wellington Management Group sold 631,195 Shell shares in Q2 2026, an estimated $54.5M.
  • Shell made up 0.08% of Wellington Management Group's portfolio in Q2 2026, its #239 holding.
  • Wellington Management Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Wellington Management Group's Shell position peaked at $678M in Q1 2022.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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