Ray Dalio's SHEL Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.12 M shares of Shell plc (SHEL) worth $80.06 M, representing 0.31% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Ray Dalio has maintained this position in SHEL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 697,806 shares. Largest reduction occurred in Q3 2025, reducing 183,164 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +133,194 | New Buy | 133,194 | $65.95 |
| Q4 2024 | +697,806 | Add 523.90% | 831,000 | $62.65 |
| Q1 2025 | +220,152 | Add 26.49% | 1.05 M | $73.28 |
| Q2 2025 | +251,317 | Add 23.91% | 1.3 M | $70.41 |
| Q3 2025 | -183,164 | Reduce 14.06% | 1.12 M | $71.53 |
Ray Dalio's Shell plc Investment FAQs
Ray Dalio first purchased Shell plc (SHEL) in Q3 2024, acquiring 133,194 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Shell plc (SHEL) for 5 quarters since Q3 2024.
Ray Dalio's largest addition to Shell plc (SHEL) was in Q4 2024, adding 831,000 shares worth $52.06 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,119,305 shares of Shell plc (SHEL), valued at approximately $80.06 M.
As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.31% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Shell plc (SHEL) was 1,302,469 shares, as reported at the end of Q2 2025.