Jeremy Grantham's SHEL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 101,018 shares of Shell plc (SHEL) worth $7.23 M, representing 0.02% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 150,252 shares. Largest reduction occurred in Q3 2022, reducing 203,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +263,400 | New Buy | 263,400 | $54.93 |
| Q2 2022 | -53,100 | Reduce 20.16% | 210,300 | $52.29 |
| Q3 2022 | -203,800 | Reduce 96.91% | 6,500 | $49.69 |
| Q4 2022 | +6,300 | Add 96.92% | 12,800 | $56.95 |
| Q1 2023 | -1,400 | Reduce 10.94% | 11,400 | $57.54 |
| Q2 2023 | +1,172 | Add 10.28% | 12,572 | $60.38 |
| Q3 2023 | +75,077 | Add 597.18% | 87,649 | $64.38 |
| Q4 2023 | -77,462 | Reduce 88.38% | 10,187 | $65.80 |
| Q1 2024 | +150,252 | Add 1474.94% | 160,439 | $67.04 |
| Q2 2024 | -152,663 | Reduce 95.15% | 7,776 | $72.18 |
| Q3 2024 | -3,465 | Reduce 44.56% | 4,311 | $65.95 |
| Q4 2024 | +20,791 | Add 482.28% | 25,102 | $62.65 |
| Q1 2025 | +110,277 | Add 439.32% | 135,379 | $73.28 |
| Q2 2025 | -9,601 | Reduce 7.09% | 125,778 | $70.41 |
| Q3 2025 | -24,760 | Reduce 19.69% | 101,018 | $71.53 |
Jeremy Grantham's Shell plc Investment FAQs
Jeremy Grantham first purchased Shell plc (SHEL) in Q1 2022, acquiring 263,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Shell plc (SHEL) for 15 quarters since Q1 2022.
Jeremy Grantham's largest addition to Shell plc (SHEL) was in Q1 2022, adding 263,400 shares worth $14.47 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 101,018 shares of Shell plc (SHEL), valued at approximately $7.23 M.
As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Shell plc (SHEL) was 263,400 shares, as reported at the end of Q1 2022.