Orbis Allan Gray’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516M | Buy |
7,333,663
+877,300
| +14% | +$61.8M | 2.51% | 13 |
|
|
2025
Q1 | $473M | Sell |
6,456,363
-206,174
| -3% | -$15.1M | 2.71% | 9 |
|
|
2024
Q4 | $417M | Sell |
6,662,537
-3,160,428
| -32% | -$198M | 2.25% | 13 |
|
|
2024
Q3 | $648M | Sell |
9,822,965
-656,133
| -6% | -$43.3M | 3.43% | 8 |
|
|
2024
Q2 | $756M | Buy |
10,479,098
+157,300
| +2% | +$11.4M | 4.71% | 4 |
|
|
2024
Q1 | $692M | Buy |
10,321,798
+1,737,907
| +20% | +$117M | 4.15% | 6 |
|
|
2023
Q4 | $565M | Buy |
8,583,891
+1,756,354
| +26% | +$116M | 3.55% | 8 |
|
|
2023
Q3 | $440M | Buy |
6,827,537
+138,609
| +2% | +$8.92M | 3.16% | 10 |
|
|
2023
Q2 | $404M | Sell |
6,688,928
-154,909
| -2% | -$9.35M | 2.89% | 8 |
|
|
2023
Q1 | $394M | Sell |
6,843,837
-58,811
| -0.9% | -$3.38M | 3.1% | 11 |
|
|
2022
Q4 | $393M | Sell |
6,902,648
-4,321,192
| -39% | -$246M | 3.12% | 11 |
|
|
2022
Q3 | $558M | Buy |
11,223,840
+2,086,127
| +23% | +$104M | 4.58% | 3 |
|
|
2022
Q2 | $478M | Buy |
9,137,713
+6,182,748
| +209% | +$323M | 3.84% | 8 |
|
|
2022
Q1 | $162M | Buy |
+2,954,965
| New | +$162M | 1.18% | 26 |
|