Richard Pzena
SHEL icon

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
Q3 		$239M Sell
2,513,507
-67,737
-3% -$6.11M 0.7% 38
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Richard Pzena's SHEL Position: Q3 2026 in Review

Richard Pzena reduced its Shell (SHEL) stake by 2.6% in Q3 2026, selling an estimated $6.11M and leaving 2,513,507 shares worth $239M. The position accounts for 0.7% of the portfolio, ranked #38.

Richard Pzena first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $297M in Q1 2026. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Richard Pzena held 2,513,507 shares of Shell worth $239M as of Q3 2026.
  • Richard Pzena sold 67,737 Shell shares in Q3 2026, an estimated $6.11M.
  • Shell made up 0.7% of Richard Pzena's portfolio in Q3 2026, its #38 holding.
  • Richard Pzena first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • Richard Pzena's Shell position peaked at $297M in Q1 2026.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Pzena Investment Management's 13F filing for Q3 2026, filed 30 Oct 2026.