John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Shell plc (SHEL)
← All SHEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 54,994 <0.01 Reduce 0.36% $81.54–94.90 · VW $86.86i $5,114,442 SEC
2025   Q4 55,194 <0.01 Reduce 1.30% $68.63–83.67 · VW $78.60i $4,055,655 SEC
2025   Q3 55,919 <0.01 Reduce 2.26% <0.01 $70.43–77.47 · VW $73.89i $3,999,886 SEC
2025   Q2 57,213 <0.01 Reduce 0.44% $66.82–74.21 · VW $71.64i $4,028,367 SEC
2025   Q1 57,463 <0.01 Reduce 0.26% $58.54–74.18 · VW $66.31i $4,210,889 SEC
2024   Q4 57,613 <0.01 $62.65 $3,609,454 SEC
2024   Q3 57,613 <0.01 Reduce 0.17% $63.73–71.66 · VW $66.71i $3,799,577 SEC
2024   Q2 57,713 <0.01 Reduce 0.86% $68.54–74.46 · VW $71.55i $4,165,724 SEC
2024   Q1 58,213 <0.01 Reduce 1.02% $62.69–74.61 · VW $70.02i $3,902,600 SEC
2023   Q4 58,813 <0.01 Reduce 2.00% <0.01 $60.34–67.65 · VW $63.61i $3,869,895 SEC
2023   Q3 60,013 <0.01 Reduce 0.33% $61.59–68.74 · VW $65.38i $3,863,637 SEC
2023   Q2 60,213 <0.01 Reduce 4.29% <0.01 $56.03–63.69 · VW $60.60i $3,635,661 SEC
2023   Q1 62,913 <0.01 Reduce 2.68% <0.01 $52.47–62.73 · VW $57.07i $3,620,014 SEC
2022   Q4 64,646 <0.01 Reduce 2.53% <0.01 $54.40–62.75 · VW $59.31i $3,681,590 SEC
2022   Q3 66,321 <0.01 Reduce 1.44% $46.74–58.74 · VW $54.65i $3,300,000 SEC
2022   Q2 67,289 <0.01 Reduce 6.18% <0.01 $44.90–61.67 · VW $53.19i $3,519,000 SEC
2022   Q1 71,724 <0.01 Buy <0.01 $48.27–60.85 · VW $56.11i $3,940,000 SEC
Price snapshot:
Current price$83.98
Avg. buy price$54.93
+/- since buy52.89%
52-week low$67.38
52-week high$94.05