Chuck Royce’s SHEL Holdings & Trades

First Buy
Q1 2022
Duration Held
15 Quarters
Largest Add
Q1 2022
+26,000 Shares
Current Position
70,000 Shares
$5.01 M Value

Chuck Royce's SHEL Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 70,000 shares of Shell plc (SHEL) worth $5.01 M, representing 0.05% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 24,000 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Shell plc (SHEL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Shell plc (SHEL) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2022 +26,000 New Buy 26,000 $54.92
Q2 2022 +14,000 Add 53.85% 40,000 $52.30
Q3 2022 +24,000 Add 60.00% 64,000 $49.77
Q1 2023 +2,000 Add 3.12% 66,000 $57.54
Q2 2023 +4,000 Add 6.06% 70,000 $60.38

Chuck Royce's Shell plc Investment FAQs

Chuck Royce first purchased Shell plc (SHEL) in Q1 2022, acquiring 26,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Shell plc (SHEL) for 15 quarters since Q1 2022.

Chuck Royce's largest addition to Shell plc (SHEL) was in Q1 2022, adding 26,000 shares worth $1.43 M.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 70,000 shares of Shell plc (SHEL), valued at approximately $5.01 M.

As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Shell plc (SHEL) was 70,000 shares, as reported at the end of Q2 2023.