Dodge & Cox
SHEL icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return