Dodge & Cox’s Shell SHEL Stock Holding History

Dodge & Cox’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	$4.21M	Sell	54,269 -725	-1%	-$62.6K	﹤0.01%	147
2026 Q1	$5.11M	Sell	54,994 -200	-0.4%	-$16.2K	﹤0.01%	141
2025 Q4	$4.06M	Sell	55,194 -725	-1%	-$53.4K	﹤0.01%	143
2025 Q3	$4M	Sell	55,919 -1,294	-2%	-$93.2K	﹤0.01%	140
2025 Q2	$4.03M	Sell	57,213 -250	-0.4%	-$16.8K	﹤0.01%	140
2025 Q1	$4.21M	Sell	57,463 -150	-0.3%	-$10.1K	﹤0.01%	135
2024 Q4	$3.61M	Hold	57,613	–	–	﹤0.01%	139
2024 Q3	$3.8M	Sell	57,613 -100	-0.2%	-$7.08K	﹤0.01%	138
2024 Q2	$4.17M	Sell	57,713 -500	-0.9%	-$35.7K	﹤0.01%	133
2024 Q1	$3.9M	Sell	58,213 -600	-1%	-$38.4K	﹤0.01%	133
2023 Q4	$3.87M	Sell	58,813 -1,200	-2%	-$78.7K	﹤0.01%	132
2023 Q3	$3.86M	Sell	60,013 -200	-0.3%	-$12.4K	﹤0.01%	132
2023 Q2	$3.64M	Sell	60,213 -2,700	-4%	-$162K	﹤0.01%	127
2023 Q1	$3.62M	Sell	62,913 -1,733	-3%	-$102K	﹤0.01%	131
2022 Q4	$3.68M	Sell	64,646 -1,675	-3%	-$92.3K	﹤0.01%	128
2022 Q3	$3.3M	Sell	66,321 -968	-1%	-$49.9K	﹤0.01%	130
2022 Q2	$3.52M	Sell	67,289 -4,435	-6%	-$249K	﹤0.01%	128
2022 Q1	$3.94M	Buy	+71,724	New	+$3.81M	﹤0.01%	128

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox's SHEL Position: Q2 2026 in Review

Dodge & Cox reduced its Shell (SHEL) stake by 1.3% in Q2 2026, selling an estimated $62.6K and leaving 54,269 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Dodge & Cox first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.11M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Dodge & Cox held 54,269 shares of Shell worth $4.21M as of Q2 2026.
Dodge & Cox sold 725 Shell shares in Q2 2026, an estimated $62.6K.
Shell made up ﹤0.01% of Dodge & Cox's portfolio in Q2 2026, its #147 holding.
Dodge & Cox first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Dodge & Cox's Shell position peaked at $5.11M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.