Causeway Capital Management’s Shell SHEL Stock Holding History

Causeway Capital 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 Q2	–	Sell	-2,944	Closed	-$216K	–	106
2025 Q1	$216K	Sell	2,944 -7,188	-71%	-$484K	﹤0.01%	89
2024 Q4	$635K	Sell	10,132 -325,502	-97%	-$21.3M	0.01%	87
2024 Q3	$22.1M	Sell	335,634 -368,959	-52%	-$26.1M	0.54%	48
2024 Q2	$50.9M	Buy	704,593 +163,364	+30%	+$11.7M	1.39%	23
2024 Q1	$36.3M	Buy	541,229 +32,662	+6%	+$2.09M	0.95%	33
2023 Q4	$33.5M	Buy	508,567 +45,462	+10%	+$2.98M	0.85%	36
2023 Q3	$29.8M	Buy	+463,105	New	+$28.8M	0.79%	39
2022 Q3	–	Sell	-191,452	Closed	-$10M	–	88
2022 Q2	$10M	Sell	191,452 -430,435	-69%	-$24.2M	0.25%	56
2022 Q1	$34.2M	Buy	+621,887	New	+$33M	0.82%	32

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Causeway Capital Management's SHEL Position: Q2 2025 in Review

Causeway Capital Management sold out of Shell (SHEL) in Q2 2025, closing a stake of 2,944 shares — an estimated $216K sold.

Causeway Capital Management first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $50.9M in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Causeway Capital Management reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Causeway Capital Management sold 2,944 Shell shares in Q2 2025, an estimated $216K.
Causeway Capital Management first reported a position in Shell in Q1 2022 and held it in 9 quarters.
Causeway Capital Management's Shell position peaked at $50.9M in Q2 2024.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Causeway Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.