Richard Pzena's SHEL Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 3.28 M shares of Shell plc (SHEL) worth $240.82 M, representing 0.72% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 1.4 M shares. Largest reduction occurred in Q2 2022, reducing 334,852 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -93,004 | Reduce 2.76% | 3.28 M | $73.48 |
| Q3 2025 | -294,783 | Reduce 8.04% | 3.37 M | $71.53 |
| Q2 2025 | +72,897 | Add 2.03% | 3.67 M | $70.41 |
| Q1 2025 | +15,043 | Add 0.42% | 3.59 M | $73.28 |
| Q4 2024 | -122,342 | Reduce 3.31% | 3.58 M | $62.65 |
| Q3 2024 | +7,317 | Add 0.20% | 3.7 M | $65.95 |
| Q2 2024 | -201,239 | Reduce 5.17% | 3.69 M | $72.18 |
| Q1 2024 | -4,652 | Reduce 0.12% | 3.89 M | $67.04 |
| Q4 2023 | -41,648 | Reduce 1.06% | 3.9 M | $65.80 |
| Q3 2023 | +61,583 | Add 1.59% | 3.94 M | $64.38 |
| Q2 2023 | +1.4 M | Add 56.54% | 3.88 M | $60.38 |
| Q1 2023 | -272,631 | Reduce 9.91% | 2.48 M | $57.54 |
| Q4 2022 | -126,403 | Reduce 4.39% | 2.75 M | $56.95 |
| Q3 2022 | -87,010 | Reduce 2.94% | 2.88 M | $49.76 |
| Q2 2022 | -334,852 | Reduce 10.15% | 2.96 M | $52.29 |
| Q1 2022 | +3.3 M | New Buy | 3.3 M | $54.93 |
Richard Pzena's Shell plc Investment FAQs
Richard Pzena first purchased Shell plc (SHEL) in Q1 2022, acquiring 3,298,328 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Shell plc (SHEL) for 16 quarters since Q1 2022.
Richard Pzena's largest addition to Shell plc (SHEL) was in Q1 2022, adding 3,298,328 shares worth $181.18 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 3,277,328 shares of Shell plc (SHEL), valued at approximately $240.82 M.
As of the Q4 2025 filing, Shell plc (SHEL) represents approximately 0.72% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Shell plc (SHEL) was 3,939,739 shares, as reported at the end of Q3 2023.