Pzena Investment Management
SHEL icon

Pzena Investment Management’s Shell SHEL Stock Holding History

Pzena 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
2026
Q2 		$200M Sell
2,581,244
-615,205
-19% -$53.1M 0.59% 43
2026
Q1 		$297M Sell
3,196,449
-80,879
-2% -$6.54M 0.97% 31
2025
Q4 		$241M Sell
3,277,328
-93,004
-3% -$6.85M 0.72% 33
2025
Q3 		$241M Sell
3,370,332
-294,783
-8% -$21.2M 0.78% 34
2025
Q2 		$258M Buy
3,665,115
+72,897
+2% +$4.89M 0.84% 32
2025
Q1 		$263M Buy
3,592,218
+15,043
+0.4% +$1.01M 0.92% 31
2024
Q4 		$224M Sell
3,577,175
-122,342
-3% -$8.02M 0.76% 34
2024
Q3 		$244M Buy
3,699,517
+7,317
+0.2% +$518K 0.79% 34
2024
Q2 		$267M Sell
3,692,200
-201,239
-5% -$14.4M 0.94% 31
2024
Q1 		$261M Sell
3,893,439
-4,652
-0.1% -$298K 0.9% 33
2023
Q4 		$256M Sell
3,898,091
-41,648
-1% -$2.73M 0.96% 32
2023
Q3 		$254M Buy
3,939,739
+61,583
+2% +$3.83M 1.09% 28
2023
Q2 		$234M Buy
3,878,156
+1,400,724
+57% +$84.1M 1% 33
2023
Q1 		$143M Sell
2,477,432
-272,631
-10% -$16M 0.62% 43
2022
Q4 		$157M Sell
2,750,063
-126,403
-4% -$6.97M 0.69% 40
2022
Q3 		$143M Sell
2,876,466
-87,010
-3% -$4.48M 0.71% 38
2022
Q2 		$155M Sell
2,963,476
-334,852
-10% -$18.8M 0.69% 38
2022
Q1 		$181M Buy
+3,298,328
New +$175M 0.69% 38

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pzena Investment Management's SHEL Position: Q2 2026 in Review

Pzena Investment Management reduced its Shell (SHEL) stake by 19% in Q2 2026, selling an estimated $53.1M and leaving 2,581,244 shares worth $200M. The position accounts for 0.59% of the portfolio, ranked #43.

Pzena Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $297M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pzena Investment Management held 2,581,244 shares of Shell worth $200M as of Q2 2026.
  • Pzena Investment Management sold 615,205 Shell shares in Q2 2026, an estimated $53.1M.
  • Shell made up 0.59% of Pzena Investment Management's portfolio in Q2 2026, its #43 holding.
  • Pzena Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Pzena Investment Management's Shell position peaked at $297M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.