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Brandywine Global Investment Management’s Shell SHEL Stock Holding History

Brandywine Global 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
2025
Q4 		$57.4M Sell
781,017
-23,668
-3% -$1.74M 0.38% 72
2025
Q3 		$57.6M Sell
804,685
-16,077
-2% -$1.16M 0.39% 69
2025
Q2 		$57.8M Buy
820,762
+8,108
+1% +$543K 0.41% 63
2025
Q1 		$59.6M Sell
812,654
-63,333
-7% -$4.27M 0.43% 55
2024
Q4 		$54.9M Sell
875,987
-154,661
-15% -$10.1M 0.4% 62
2024
Q3 		$70.5M Buy
1,030,648
+2,020
+0.2% +$143K 0.47% 53
2024
Q2 		$74.2M Sell
1,028,628
-35,926
-3% -$2.57M 0.55% 44
2024
Q1 		$71.4M Buy
1,064,554
+64,492
+6% +$4.13M 0.52% 49
2023
Q4 		$65.8M Buy
1,000,062
+82,824
+9% +$5.44M 0.53% 53
2023
Q3 		$59.1M Sell
917,238
-38,754
-4% -$2.41M 0.52% 51
2023
Q2 		$57.7M Sell
955,992
-55,576
-5% -$3.34M 0.48% 59
2023
Q1 		$58.2M Sell
1,011,568
-47,199
-4% -$2.78M 0.47% 58
2022
Q4 		$60.3M Buy
1,058,767
+59,253
+6% +$3.27M 0.47% 56
2022
Q3 		$49.7M Buy
999,514
+263,121
+36% +$13.6M 0.46% 63
2022
Q2 		$38.5M Buy
736,393
+29,811
+4% +$1.67M 0.34% 94
2022
Q1 		$38.8M Buy
+706,582
New +$37.5M 0.28% 103

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Brandywine Global Investment Management's SHEL Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Shell (SHEL) stake by 2.9% in Q4 2025, selling an estimated $1.74M and leaving 781,017 shares worth $57.4M. The position accounts for 0.38% of the portfolio, ranked #72.

Brandywine Global Investment Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $74.2M in Q2 2024. 1,454 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Brandywine Global Investment Management held 781,017 shares of Shell worth $57.4M as of Q4 2025.
  • Brandywine Global Investment Management sold 23,668 Shell shares in Q4 2025, an estimated $1.74M.
  • Shell made up 0.38% of Brandywine Global Investment Management's portfolio in Q4 2025, its #72 holding.
  • Brandywine Global Investment Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • Brandywine Global Investment Management's Shell position peaked at $74.2M in Q2 2024.
  • 1,454 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.