Westwood Global Investments’s Shell SHEL Stock Holding History

Westwood Global Investments’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
2025 Q1	–	Sell	-3,046,886	Closed	-$191M	–	13
2024 Q4	$191M	Buy	3,046,886 +34,143	+1%	+$2.24M	9.71%	5
2024 Q3	$199M	Buy	3,012,743 +466,220	+18%	+$33M	9.02%	6
2024 Q2	$184M	Buy	2,546,523 +100,379	+4%	+$7.17M	9.16%	7
2024 Q1	$164M	Buy	2,446,144 +28,818	+1%	+$1.85M	7.47%	7
2023 Q4	$159M	Buy	2,417,326 +304,871	+14%	+$20M	7.05%	7
2023 Q3	$136M	Buy	2,112,455 +39,021	+2%	+$2.43M	7.16%	6
2023 Q2	$125M	Buy	2,073,434 +904,844	+77%	+$54.3M	6.16%	6
2023 Q1	$67.2M	Buy	1,168,590 +20,001	+2%	+$1.18M	3.74%	7
2022 Q4	$65.4M	Hold	1,148,589	–	–	3.69%	7
2022 Q3	$57.2M	Hold	1,148,589	–	–	3.54%	7
2022 Q2	$60.1M	Sell	1,148,589 -27,171	-2%	-$1.53M	3.83%	7
2022 Q1	$64.6M	Buy	+1,175,760	New	+$62.4M	3.29%	8

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westwood Global Investments's SHEL Position: Q1 2025 in Review

Westwood Global Investments sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,046,886 shares — an estimated $191M sold.

Westwood Global Investments first reported a position in SHEL in Q1 2022 and held it in 12 quarters. The position peaked at $199M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Westwood Global Investments reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Westwood Global Investments sold 3,046,886 Shell shares in Q1 2025, an estimated $191M.
Westwood Global Investments first reported a position in Shell in Q1 2022 and held it in 12 quarters.
Westwood Global Investments's Shell position peaked at $199M in Q3 2024.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Westwood Global Investments's 13F filing for Q1 2025, filed 13 May 2025.