ZIM
SHEL icon

Zacks Investment Management’s Shell SHEL Stock Holding History

Zacks 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 		$257K Sell
3,311
-1,424
-30% -$123K ﹤0.01% 628
2026
Q1 		$440K Buy
+4,735
New +$383K ﹤0.01% 512
2024
Q4 		– Sell
-3,066
Closed -$202K – 763
2024
Q3 		$202K Buy
+3,066
New +$217K ﹤0.01% 640

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

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

Zacks Investment Management reduced its Shell (SHEL) stake by 30% in Q2 2026, selling an estimated $123K and leaving 3,311 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Zacks Investment Management first reported a position in SHEL in Q3 2024 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Zacks Investment Management held 3,311 shares of Shell worth $257K as of Q2 2026.
  • Zacks Investment Management sold 1,424 Shell shares in Q2 2026, an estimated $123K.
  • Shell made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #628 holding.
  • Zacks Investment Management first reported a position in Shell in Q3 2024 and has held it in 3 quarters since.
  • Zacks Investment Management's Shell position peaked at $440K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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