Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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 3,196,449 0.97 Reduce 2.47% 0.02 $81.54–94.90 · VW $86.86i $297,269,711 SEC
2025   Q4 3,277,328 0.72 Reduce 2.76% 0.02 $68.63–83.67 · VW $78.60i $240,818,052 SEC
2025   Q3 3,370,332 0.78 Reduce 8.04% 0.07 $70.43–77.47 · VW $73.89i $241,079,879 SEC
2025   Q2 3,665,115 0.84 Add 2.03% 0.02 $66.82–74.21 · VW $71.64i $258,060,721 SEC
2025   Q1 3,592,218 0.92 Add 0.42% <0.01 $58.54–74.18 · VW $66.31i $263,237,760 SEC
2024   Q4 3,577,175 0.76 Reduce 3.31% 0.03 $60.15–68.49 · VW $65.36i $224,109,985 SEC
2024   Q3 3,699,517 0.79 Add 0.20% <0.01 $63.73–71.66 · VW $66.71i $243,983,175 SEC
2024   Q2 3,692,200 0.94 Reduce 5.17% 0.05 $68.54–74.46 · VW $71.55i $266,502,994 SEC
2024   Q1 3,893,439 0.90 Reduce 0.12% <0.01 $62.69–74.61 · VW $70.02i $261,016,157 SEC
2023   Q4 3,898,091 0.96 Reduce 1.06% 0.01 $60.34–67.65 · VW $63.61i $256,494,388 SEC
2023   Q3 3,939,739 1.09 Add 1.59% 0.02 $61.59–68.74 · VW $65.38i $253,640,397 SEC
2023   Q2 3,878,156 1.00 Add 56.54% 0.36 $56.03–63.69 · VW $60.60i $234,163,059 SEC
2023   Q1 2,477,432 0.61 Reduce 9.91% 0.07 $52.47–62.73 · VW $57.07i $142,551,437 SEC
2022   Q4 2,750,063 0.69 Reduce 4.39% 0.03 $54.40–62.75 · VW $59.31i $156,616,088 SEC
2022   Q3 2,876,466 0.71 Reduce 2.94% 0.02 $46.74–58.74 · VW $54.65i $143,133,000 SEC
2022   Q2 2,963,476 0.69 Reduce 10.15% 0.07 $44.90–61.67 · VW $53.19i $154,960,000 SEC
2022   Q1 3,298,328 0.68 Buy 0.68 $48.27–60.85 · VW $56.11i $181,177,000 SEC
Price snapshot:
Current price$83.98
Avg. buy price$57.37
+/- since buy46.39%
52-week low$67.38
52-week high$94.05