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WGI DM’s Shell SHEL Stock Holding History

WGI DM’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 		$318M Sell
4,106,198
-141,280
-3% -$12.2M 27.55% 2
2026
Q1 		$395M Sell
4,247,478
-205,824
-5% -$16.6M 39.52% 1
2025
Q4 		$327M Buy
4,453,302
+52,705
+1% +$3.88M 24.45% 2
2025
Q3 		$315M Buy
4,400,597
+772,964
+21% +$55.7M 23.48% 1
2025
Q2 		$255M Buy
3,627,633
+435,411
+14% +$29.2M 26.37% 2
2025
Q1 		$234M Buy
+3,192,222
New +$215M 32.92% 2

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

WGI DM's SHEL Position: Q2 2026 in Review

WGI DM reduced its Shell (SHEL) stake by 3.3% in Q2 2026, selling an estimated $12.2M and leaving 4,106,198 shares worth $318M. The position accounts for 27.55% of the portfolio, ranked #2.

WGI DM first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $395M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • WGI DM held 4,106,198 shares of Shell worth $318M as of Q2 2026.
  • WGI DM sold 141,280 Shell shares in Q2 2026, an estimated $12.2M.
  • Shell made up 27.55% of WGI DM's portfolio in Q2 2026, its #2 holding.
  • WGI DM first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • WGI DM's Shell position peaked at $395M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on WGI DM's 13F filing for Q2 2026, filed 7 Aug 2026.