HOTCHKIS & WILEY's SHEL Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 6.37 M shares of Shell plc (SHEL) worth $455.64 M, representing 1.41% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 1.61 M shares. Largest reduction occurred in Q2 2022, reducing 1.35 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +8.51 M | New Buy | 8.51 M | $54.93 |
| Q2 2022 | -1.35 M | Reduce 15.85% | 7.16 M | $52.29 |
| Q3 2022 | -145,250 | Reduce 2.03% | 7.02 M | $49.76 |
| Q4 2022 | -303,369 | Reduce 4.32% | 6.71 M | $56.95 |
| Q1 2023 | +130,890 | Add 1.95% | 6.84 M | $57.54 |
| Q2 2023 | +17,880 | Add 0.26% | 6.86 M | $60.38 |
| Q3 2023 | +101,150 | Add 1.47% | 6.96 M | $64.38 |
| Q4 2023 | -598,345 | Reduce 8.59% | 6.36 M | $65.80 |
| Q1 2024 | +509,717 | Add 8.01% | 6.87 M | $67.04 |
| Q2 2024 | +175,746 | Add 2.56% | 7.05 M | $72.18 |
| Q3 2024 | -139,757 | Reduce 1.98% | 6.91 M | $65.95 |
| Q4 2024 | +1.61 M | Add 23.37% | 8.52 M | $62.65 |
| Q1 2025 | -1.09 M | Reduce 12.79% | 7.43 M | $73.28 |
| Q2 2025 | -1.02 M | Reduce 13.75% | 6.41 M | $70.41 |
| Q3 2025 | -42,266 | Reduce 0.66% | 6.37 M | $71.53 |
HOTCHKIS & WILEY's Shell plc Investment FAQs
HOTCHKIS & WILEY first purchased Shell plc (SHEL) in Q1 2022, acquiring 8,510,434 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Shell plc (SHEL) for 15 quarters since Q1 2022.
HOTCHKIS & WILEY's largest addition to Shell plc (SHEL) was in Q1 2022, adding 8,510,434 shares worth $467.48 M.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 6,369,862 shares of Shell plc (SHEL), valued at approximately $455.64 M.
As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 1.41% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Shell plc (SHEL) was 8,524,772 shares, as reported at the end of Q4 2024.