Shell plc (SHEL)

Sector:Materials
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:0.032%
Hold Price * :$65.95
History Portfolio Manager Activity Share change % change to portfolio
Q2  2024
Richard Pzena - Hancock Classic Value Reduce 30.73% 189,513 1.18
Q1  2024
John Armitage - Egerton Capital Sell 100.00% 1,173,260 0.84
Q4  2023
Richard Pzena - Hancock Classic Value Reduce 4.19% 26,987 0.11
Q2  2023
Christopher Bloomstran - Semper Augustus Reduce 14.38% 700 0.01
Q4  2022
Richard Pzena - Hancock Classic Value Reduce 27.85% 117,025 0.41
Q3  2022
Richard Pzena - Hancock Classic Value Reduce 9.45% 43,832 0.12
Q2  2022
Richard Pzena - Hancock Classic Value Reduce 40.61% 317,321 0.76
Q1  2022
Richard Pzena - Hancock Classic Value Reduce 16.74% 157,068 0.30
Q3  2021
Torray Funds Sell 100.00% 387,990 2.30
David Tepper - Appaloosa Management Sell 100.00% 180,000 0.15
Q2  2021
David Tepper - Appaloosa Management Reduce 38.46% 112,500 0.09
Lee Ainslie - Maverick Capital Sell 100.00% 37,139 0.01
Q1  2021
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 6,817 0.00
Q4  2020
Torray Funds Reduce 22.43% 112,180 0.65
Thomas Russo - Gardner Russo & Quinn Reduce 25.46% 2,329 0.00
Q3  2020
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 202,399 0.98
Thomas Russo - Gardner Russo & Quinn Reduce 3.69% 350 0.00
Q2  2020
Richard Pzena - Hancock Classic Value Reduce 29.20% 270,207 0.59
Torray Funds Reduce 0.12% 334 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 67.77% 19,970 0.00
Q1  2020
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 42.57% 150,000 0.84
Christopher Bloomstran - Semper Augustus Sell 100.00% 4,868 0.15
Thomas Russo - Gardner Russo & Quinn Reduce 1.67% 500 0.00
Q4  2019
Torray Funds Reduce 0.71% 1,652 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 9.65% 3,199 0.00
Q3  2019
Torray Funds Reduce 0.04% 86 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.34% 450 0.00
Q2  2019
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 13.78% 56,340 0.44
Thomas Russo - Gardner Russo & Quinn Reduce 5.56% 1,980 0.00
Q1  2019
Richard Pzena - Hancock Classic Value Reduce 19.85% 178,602 0.51
Torray Funds Reduce 0.36% 828 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 8.60% 3,350 0.00
Q4  2018
Richard Pzena - Hancock Classic Value Reduce 26.17% 319,067 0.91
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 18.17% 90,770 0.68
Torray Funds Reduce 0.15% 354 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.76% 1,105 0.00
Q3  2018
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 15.81% 93,801 0.71
Thomas Russo - Gardner Russo & Quinn Reduce 12.07% 5,500 0.00
Q2  2018
Richard Pzena - Hancock Classic Value Reduce 10.98% 150,435 0.47
Thomas Russo - Gardner Russo & Quinn Reduce 3.63% 1,715 0.00
Q1  2018
Thomas Russo - Gardner Russo & Quinn Reduce 9.11% 4,740 0.00
Q4  2017
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 22.52% 172,439 1.15
Thomas Russo - Gardner Russo & Quinn Reduce 3.38% 1,820 0.00
Q3  2017
Richard Pzena - Hancock Classic Value Reduce 5.45% 77,748 0.23
Q2  2017
Thomas Russo - Gardner Russo & Quinn Reduce 0.31% 165 0.00
Q1  2017
Thomas Russo - Gardner Russo & Quinn Reduce 3.93% 2,210 0.00
Q4  2016
Richard Pzena - Hancock Classic Value Reduce 1.15% 13,866 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 2.97% 1,720 0.00
Q3  2016
Richard Pzena - Hancock Classic Value Reduce 18.79% 280,074 0.90
Thomas Russo - Gardner Russo & Quinn Reduce 1.07% 625 0.00
Q2  2016
Richard Pzena - Hancock Classic Value Reduce 22.45% 431,652 1.50
Thomas Russo - Gardner Russo & Quinn Reduce 3.98% 2,425 0.00
Q1  2016
Thomas Russo - Gardner Russo & Quinn Reduce 0.16% 95 0.00
Q4  2015
Thomas Russo - Gardner Russo & Quinn Reduce 4.20% 2,680 0.00
Q3  2015
Thomas Russo - Gardner Russo & Quinn Reduce 10.70% 7,640 0.00
Q2  2015
Richard Pzena - Hancock Classic Value Reduce 11.96% 206,252 0.54
Q4  2014
Thomas Russo - Gardner Russo & Quinn Reduce 1.12% 790 0.00
Q3  2014
Thomas Russo - Gardner Russo & Quinn Reduce 9.88% 7,770 0.01
Richard Pzena - Hancock Classic Value Reduce 0.00% 1 0.00
Q2  2014
Thomas Russo - Gardner Russo & Quinn Reduce 0.47% 375 0.00
Q1  2014
Richard Pzena - Hancock Classic Value Reduce 2.02% 35,174 0.09
Q4  2013
Thomas Russo - Gardner Russo & Quinn Reduce 7.47% 6,045 0.00
Q4  2012
Richard Pzena - Hancock Classic Value Reduce 7.08% 68,512 0.31
Thomas Russo - Gardner Russo & Quinn Reduce 3.39% 2,515 0.00
Q3  2012
Richard Pzena - Hancock Classic Value Reduce 9.52% 101,754 0.49
Thomas Russo - Gardner Russo & Quinn Reduce 4.08% 3,150 0.00
Q3  2011
Dodge & Cox Sell 100.00% 2,312,564 0.38
Thomas Russo - Gardner Russo & Quinn Reduce 3.93% 2,725 0.00
Q1  2011
Dodge & Cox Reduce 7.96% 200,000 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 3.15% 1,700 0.00
Q4  2010
Dodge & Cox Reduce 7.37% 200,000 0.03
Q3  2010
Dodge & Cox Reduce 9.96% 300,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 6.66% 3,850 0.01
Q2  2010
Thomas Russo - Gardner Russo & Quinn Reduce 1.86% 1,095 0.00
Q1  2010
Dodge & Cox Reduce 9.06% 300,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 0.25% 150 0.00
Q4  2009
Dodge & Cox Reduce 13.11% 500,000 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 1.34% 800 0.00
Q3  2009
Dodge & Cox Reduce 28.23% 1,500,000 0.22
Thomas Russo - Gardner Russo & Quinn Reduce 7.85% 5,100 0.02
Q2  2009
Harry Burn - Sound Shore Sell 100.00% 580,100 1.82
Thomas Russo - Gardner Russo & Quinn Reduce 3.81% 2,575 0.01
Dodge & Cox Reduce 0.10% 5,300 0.00
Q1  2009
Harry Burn - Sound Shore Reduce 32.44% 278,600 0.87
Dodge & Cox Reduce 19.28% 1,270,000 0.21
Thomas Russo - Gardner Russo & Quinn Reduce 1.99% 1,375 0.00
Q4  2008
Harry Burn - Sound Shore Reduce 33.40% 430,600 1.48
Dodge & Cox Reduce 9.98% 730,000 0.12
Q2  2008
Dodge & Cox Reduce 7.58% 600,000 0.09
Q1  2008
Dodge & Cox Reduce 13.35% 1,220,000 0.15
Q4  2007
Dodge & Cox Reduce 6.16% 600,000 0.08
Q3  2007
Harry Burn - Sound Shore Reduce 24.52% 185,500 0.53
Dodge & Cox Reduce 3.18% 320,000 0.04
Q2  2007
Harry Burn - Sound Shore Reduce 29.40% 315,000 0.88
Dodge & Cox Reduce 3.36% 350,000 0.04

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.