Richard Pzena’s Shell SHEL Stock Holding History

Richard Pzena’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

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

Richard Pzena's SHEL Position: Q2 2026 in Review

Richard Pzena 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.

Richard Pzena 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. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Richard Pzena held 2,581,244 shares of Shell worth $200M as of Q2 2026.
Richard Pzena sold 615,205 Shell shares in Q2 2026, an estimated $53.1M.
Shell made up 0.59% of Richard Pzena's portfolio in Q2 2026, its #43 holding.
Richard Pzena first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Richard Pzena's Shell position peaked at $297M in Q1 2026.
1,523 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.