First Eagle Investment's SHEL Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 1.07 M shares of Shell plc (SHEL) worth $83.22 M, representing 0.14% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in SHEL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 205,228 shares. Largest reduction occurred in Q1 2022, reducing 1 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +16,244 | Add 1.54% | 1.07 M | $77.54 |
| Q1 2026 | +183,449 | Add 21.00% | 1.06 M | $93.00 |
| Q4 2025 | +205,228 | Add 30.71% | 873,572 | $73.48 |
| Q3 2025 | +59,919 | Add 9.85% | 668,344 | $71.53 |
| Q2 2025 | +113,293 | Add 22.88% | 608,425 | $70.41 |
| Q1 2025 | +7,292 | Add 1.49% | 495,132 | $73.28 |
| Q4 2024 | +67,371 | Add 16.02% | 487,840 | $62.65 |
| Q3 2024 | +8,560 | Add 2.08% | 420,469 | $65.95 |
| Q2 2024 | +38,426 | Add 10.29% | 411,909 | $72.18 |
| Q1 2024 | +55,783 | Add 17.56% | 373,483 | $67.04 |
| Q4 2023 | +11,458 | Add 3.74% | 317,700 | $65.80 |
| Q3 2023 | +27,651 | Add 9.93% | 306,242 | $64.38 |
| Q2 2023 | +64,158 | Add 29.92% | 278,591 | $60.38 |
| Q1 2023 | +26,810 | Add 14.29% | 214,433 | $57.54 |
| Q4 2022 | +55,684 | Add 42.20% | 187,623 | $56.95 |
| Q3 2022 | +34,670 | Add 35.64% | 131,939 | $49.76 |
| Q2 2022 | +28,580 | Add 41.61% | 97,269 | $52.29 |
| Q1 2022 | +68,689 | New Buy | 68,689 | $54.93 |
| Q1 1970 | +1.07 M | Add 0.00% | 1.07 M | $77.54 |
First Eagle Investment's Shell plc Investment FAQs
First Eagle Investment first purchased Shell plc (SHEL) in Q1 1970, acquiring 1,073,265 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Shell plc (SHEL) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Shell plc (SHEL) was in Q1 1970, adding 1,073,265 shares worth $83.22 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 1,073,265 shares of Shell plc (SHEL), valued at approximately $83.22 M.
As of the Q2 2026 filing, Shell plc (SHEL) represents approximately 0.14% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Shell plc (SHEL) was 1,073,265 shares, as reported at the end of Q1 1970.