Ruffer LLP’s Shell SHEL Stock Holding History

Ruffer LLP’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	$26.2M	Buy	+485,000	New	+$43.8M	1.32%	22
2024 Q3	–	Sell	-220,000	Closed	-$15.9M	–	62
2024 Q2	$15.9M	Buy	+220,000	New	+$15.7M	0.68%	27
2023 Q2	–	Sell	-922,600	Closed	-$53.1M	–	85
2023 Q1	$53.1M	Buy	+922,600	New	+$54.3M	1.84%	19
2022 Q3	–	Sell	-7,500	Closed	-$392K	–	101
2022 Q2	$392K	Sell	7,500 -26,500	-78%	-$1.49M	0.02%	91
2022 Q1	$1.87M	Buy	+34,000	New	+$1.81M	0.04%	66

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ruffer LLP's SHEL Position: Q3 2026 in Review

Ruffer LLP opened a new position in Shell (SHEL) in Q3 2026: 485,000 shares worth $26.2M. The stake represents 1.32% of the portfolio and ranks #22 among its holdings. This is a return to the name: Ruffer LLP previously reported a position in SHEL as recently as Q2 2024.

Ruffer LLP first reported a position in SHEL in Q1 2022 and has held it in 5 quarters since. The position peaked at $53.1M in Q1 2023. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Ruffer LLP held 485,000 shares of Shell worth $26.2M as of Q3 2026.
Shell was a new Ruffer LLP position in Q3 2026.
Shell made up 1.32% of Ruffer LLP's portfolio in Q3 2026, its #22 holding.
Ruffer LLP first reported a position in Shell in Q1 2022 and has held it in 5 quarters since.
Ruffer LLP's Shell position peaked at $53.1M in Q1 2023.
1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Ruffer LLP's 13F filing for Q3 2026, filed 10 Nov 2026.