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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group's SHEL Position: Q1 2026 in Review

Wellington Management Group reduced its Shell (SHEL) stake by 4.5% in Q1 2026, selling an estimated $24.4M and leaving 6,363,355 shares worth $592M. The position accounts for 0.11% of the portfolio, ranked #188.

Wellington Management Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $678M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Wellington Management Group held 6,363,355 shares of Shell worth $592M as of Q1 2026.
  • Wellington Management Group sold 302,354 Shell shares in Q1 2026, an estimated $24.4M.
  • Shell made up 0.11% of Wellington Management Group's portfolio in Q1 2026, its #188 holding.
  • Wellington Management Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Wellington Management Group's Shell position peaked at $678M in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.