Shell plc (SHEL)

Sector:Materials
Super Investor Stats:
Ownership count:5
Ownership rank:157
% of all portfolios:0.015%
Hold Price * :$93.00
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
First Eagle Investment Management Add 21.00% 183,449 0.03
Richard Pzena - Pzena Investment Management Reduce 2.47% 80,879 0.02
Mairs & Power Funds Add 8.37% 628 0.00
Dodge & Cox Funds Reduce 0.36% 200 0.00
Q4  2025
First Eagle Investment Management Add 30.71% 205,228 0.03
Richard Pzena - Pzena Investment Management Reduce 2.76% 93,004 0.02
Dodge & Cox Funds Reduce 1.30% 725 0.00
Q3  2025
Richard Pzena - Pzena Investment Management Reduce 8.04% 294,783 0.07
First Eagle Investment Management Add 9.85% 59,919 0.01
Dodge & Cox Funds Reduce 2.26% 1,294 0.00
Q2  2025
First Eagle Investment Management Add 22.88% 113,293 0.02
Richard Pzena - Pzena Investment Management Add 2.03% 72,897 0.02
Dodge & Cox Funds Reduce 0.44% 250 0.00
Sarah Ketterer - Causeway Capital Management Sell 100.00% 2,944 0.00
Q1  2025
First Eagle Investment Management Add 1.49% 7,292 0.00
Richard Pzena - Pzena Investment Management Add 0.42% 15,043 0.00
Dodge & Cox Funds Reduce 0.26% 150 0.00
Sarah Ketterer - Causeway Capital Management Reduce 70.94% 7,188 0.00
Q4  2024
Sarah Ketterer - Causeway Capital Management Reduce 96.98% 325,502 0.32
Richard Pzena - Pzena Investment Management Reduce 3.31% 122,342 0.03
First Eagle Investment Management Add 16.02% 67,371 0.01
Mairs & Power Funds Reduce 35.33% 4,100 0.00
Q3  2024
Sarah Ketterer - Causeway Capital Management Reduce 52.36% 368,959 0.62
First Eagle Investment Management Add 2.08% 8,560 0.00
Richard Pzena - Pzena Investment Management Add 0.20% 7,317 0.00
Dodge & Cox Funds Reduce 0.17% 100 0.00
Mairs & Power Funds Reduce 16.64% 2,316 0.00
Q2  2024
Sarah Ketterer - Causeway Capital Management Add 30.18% 163,364 0.33
Richard Pzena - Pzena Investment Management Reduce 5.17% 201,239 0.05
First Eagle Investment Management Add 10.29% 38,426 0.01
Dodge & Cox Funds Reduce 0.86% 500 0.00
Q1  2024
John Armitage - Egerton Capital Sell 100.00% 1,173,260 0.84
Sarah Ketterer - Causeway Capital Management Add 6.42% 32,662 0.06
First Eagle Investment Management Add 17.56% 55,783 0.01
Q4  2023
John Armitage - Egerton Capital Add 20.61% 200,505 0.14
Sarah Ketterer - Causeway Capital Management Add 9.82% 45,462 0.08
Christopher Bloomstran - Semper Augustus Add 19.19% 800 0.01
First Eagle Investment Management Add 3.74% 11,458 0.00
Q3  2023
Sarah Ketterer - Causeway Capital Management Buy 463,105 0.84
John Armitage - Egerton Capital Buy 972,755 0.73
First Eagle Investment Management Add 9.93% 27,651 0.00
Q2  2023
First Eagle Investment Management Add 29.92% 64,158 0.01
Christopher Bloomstran - Semper Augustus Reduce 14.38% 700 0.01
Q1  2023
First Eagle Investment Management Add 14.29% 26,810 0.00
Q4  2022
First Eagle Investment Management Add 42.20% 55,684 0.01
Q3  2022
First Eagle Investment Management Add 35.64% 34,670 0.01
Q2  2022
First Eagle Investment Management Add 41.61% 28,580 0.00
Q1  2022
First Eagle Investment Management Add 43.44% 20,802 0.00
Q4  2021
First Eagle Investment Management Add 122.38% 26,353 0.01
Q3  2021
Torray Funds Sell 100.00% 387,990 2.30
David Tepper - Appaloosa Management Sell 100.00% 180,000 0.15
Christopher Bloomstran - Semper Augustus Buy 4,868 0.07
First Eagle Investment Management Add 132.10% 12,256 0.00
Q2  2021
David Tepper - Appaloosa Management Reduce 38.46% 112,500 0.09
Lee Ainslie - Maverick Capital Sell 100.00% 37,139 0.01
First Eagle Investment Management Add 2322.45% 8,895 0.00
Q1  2021
David Tepper - Appaloosa Management Buy 292,500 0.16
Lee Ainslie - Maverick Capital Add 66.54% 14,839 0.00
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 6,817 0.00
First Eagle Investment Management Buy 383 0.00
Q4  2020
Torray Funds Reduce 22.43% 112,180 0.65
Lee Ainslie - Maverick Capital Add 26.96% 4,735 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 25.46% 2,329 0.00
Q3  2020
Torray Funds Add 80.09% 222,431 1.03
Lee Ainslie - Maverick Capital Add 26.27% 3,654 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 3.69% 350 0.00
Q2  2020
Lee Ainslie - Maverick Capital Buy 13,911 0.01
Torray Funds Reduce 0.12% 334 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 67.77% 19,970 0.00
Q1  2020
Torray Funds Add 20.66% 47,616 0.37
Christopher Bloomstran - Semper Augustus Sell 100.00% 4,868 0.15
Thomas Russo - Gardner Russo & Quinn Reduce 1.67% 500 0.00
Q4  2019
Torray Funds Reduce 0.71% 1,652 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 9.65% 3,199 0.00
Q3  2019
Torray Funds Reduce 0.04% 86 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.34% 450 0.00
Q2  2019
Torray Funds Add 0.02% 47 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 5.56% 1,980 0.00
Q1  2019
Torray Funds Reduce 0.36% 828 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 8.60% 3,350 0.00
Q4  2018
Torray Funds Reduce 0.15% 354 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.76% 1,105 0.00
Q3  2018
Thomas Russo - Gardner Russo & Quinn Reduce 12.07% 5,500 0.00
Q2  2018
Thomas Russo - Gardner Russo & Quinn Reduce 3.63% 1,715 0.00
Q1  2018
Thomas Russo - Gardner Russo & Quinn Reduce 9.11% 4,740 0.00
Q4  2017
Thomas Russo - Gardner Russo & Quinn Reduce 3.38% 1,820 0.00
Q2  2017
Thomas Russo - Gardner Russo & Quinn Reduce 0.31% 165 0.00
Q1  2017
Thomas Russo - Gardner Russo & Quinn Reduce 3.93% 2,210 0.00
Q4  2016
Thomas Russo - Gardner Russo & Quinn Reduce 2.97% 1,720 0.00
Q3  2016
Thomas Russo - Gardner Russo & Quinn Reduce 1.07% 625 0.00
Q2  2016
Thomas Russo - Gardner Russo & Quinn Reduce 3.98% 2,425 0.00
Q1  2016
Thomas Russo - Gardner Russo & Quinn Reduce 0.16% 95 0.00
Q4  2015
Thomas Russo - Gardner Russo & Quinn Reduce 4.20% 2,680 0.00
Q3  2015
Thomas Russo - Gardner Russo & Quinn Reduce 10.70% 7,640 0.00
Q2  2015
Thomas Russo - Gardner Russo & Quinn Add 0.80% 570 0.00
Q1  2015
Thomas Russo - Gardner Russo & Quinn Add 1.10% 770 0.00
Q4  2014
Thomas Russo - Gardner Russo & Quinn Reduce 1.12% 790 0.00
Q3  2014
Thomas Russo - Gardner Russo & Quinn Reduce 9.88% 7,770 0.01
Q2  2014
Thomas Russo - Gardner Russo & Quinn Reduce 0.47% 375 0.00
Q1  2014
Thomas Russo - Gardner Russo & Quinn Add 5.43% 4,065 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.