SHELL PLC-ADR (SHEL) Institutional Ownership Changes & 13F Activity
SHELL PLC-ADR (SHEL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Eagle Capital Management, First Eagle U.S. Value, Hancock Classic Value, Sequoia Financial Advisors, and Mairs & Power Growth Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2024 | Dodge & Cox Stock Fund | Sell | -500 | 57,713 | $4,165,724 |
| Q1 2024 | Eagle Capital Management | Sell | -606,851 | 15,882,173 | $1,064,740,878 |
| Q1 2024 | Renaissance Technologies LLC | Sell | -199,000 | 85,286 | $5,718 |
| Q1 2024 | First Eagle U.S. Value | Buy | 55,783 | 373,483 | $25,038,288 |
| Q1 2024 | Causeway Capital Management | Buy | 32,662 | 541,229 | $36,284,002 |
| Q1 2024 | Sequoia Financial Advisors | Sell | -28,217 | 34,848 | $2,336,198 |
| Q1 2024 | Hancock Classic Value | Sell | -4,652 | 3,893,439 | $261,016,157 |
| Q1 2024 | Cullen Value Fund | Sell | -621 | 24,202 | $1,688,342 |
| Q1 2024 | Dodge & Cox Stock Fund | Sell | -600 | 58,213 | $3,902,600 |
| Q4 2023 | Eagle Capital Management | Buy | 584,110 | 16,489,024 | $1,084,977,779 |
| Q4 2023 | Renaissance Technologies LLC | Sell | -396,100 | 284,286 | $18,706 |
| Q4 2023 | Egerton Capital UK | Buy | 200,505 | 1,173,260 | $77,200,508 |
| Q4 2023 | Causeway Capital Management | Buy | 45,462 | 508,567 | $33,463,717 |
| Q4 2023 | Hancock Classic Value | Sell | -41,648 | 3,898,091 | $256,494,388 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 30,253 | 63,065 | $4,149,667 |
| Q4 2023 | Cullen Value Fund | Buy | 24,823 | 24,823 | $1,633,324 |
| Q4 2023 | First Eagle U.S. Value | Buy | 11,458 | 317,700 | $20,904,650 |
| Q4 2023 | Dodge & Cox Stock Fund | Sell | -1,200 | 58,813 | $3,869,895 |
| Q4 2023 | Semper Augustus Investments Group | Buy | 800 | 4,968 | $326,894 |
| Q3 2023 | Egerton Capital UK | Buy | 972,755 | 972,755 | $62,625,967 |
| Q3 2023 | Causeway Capital Management | Buy | 271,653 | 463,105 | $29,814,698 |
| Q3 2023 | Hancock Classic Value | Buy | 61,583 | 3,939,739 | $253,640,397 |
| Q3 2023 | First Eagle U.S. Value | Buy | 27,651 | 306,242 | $19,715,854 |
| Q3 2023 | Sequoia Financial Advisors | Buy | 780 | 32,812 | $2,112,408 |
| Q3 2023 | Dodge & Cox Stock Fund | Sell | -200 | 60,013 | $3,863,637 |
| Q2 2023 | Eagle Capital Management | Buy | 3,090,284 | 15,904,914 | $960,338,707 |
| Q2 2023 | Hancock Classic Value | Buy | 1,400,724 | 3,878,156 | $234,163,059 |
| Q2 2023 | Renaissance Technologies LLC | Sell | -121,100 | 680,386 | $41,082 |
| Q2 2023 | First Eagle U.S. Value | Buy | 64,158 | 278,591 | $16,821,335 |
| Q2 2023 | Sequoia Financial Advisors | Buy | 5,727 | 32,032 | $1,934,099 |
Frequently asked questions about SHEL activity
Which institutional owners are buying SHEL?
Institutional owners buying SHEL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHEL activity?
"Buy" means an investor increased their reported position in SHEL compared to the prior reporting period. This reflects growing exposure to SHELL PLC-ADR (SHEL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHEL increasing?
Institutional interest in SHEL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SHEL Institutional Insights
- SHEL Institutional Ownership Overview
- SHEL Institutional Ownership & Insiders Activity
- SHEL Institutional Ownership & 13F Activity
- SHEL Top Institutional Shareholders
- SHEL Institutional Buying Activity
- SHEL Institutional Selling Activity
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- SHEL Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings