Joel Greenblatt's SHEL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,843 shares of Shell plc (SHEL) worth $489,480, representing 0.00% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 818 shares. Largest reduction occurred in Q1 2025, reducing 22,166 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +27,759 | New Buy | 27,759 | $64.38 |
| Q3 2024 | -27,759 | Sold Out | 27,759 | $72.18 |
| Q1 2025 | +5,593 | New Buy | 5,593 | $73.28 |
| Q2 2025 | +432 | Add 7.72% | 6,025 | $70.41 |
| Q3 2025 | +818 | Add 13.58% | 6,843 | $71.53 |
Joel Greenblatt's Shell plc Investment FAQs
Joel Greenblatt first purchased Shell plc (SHEL) in Q3 2023, acquiring 27,759 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Shell plc (SHEL) for 9 quarters since Q3 2023.
Joel Greenblatt's largest addition to Shell plc (SHEL) was in Q3 2023, adding 27,759 shares worth $1.79 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,843 shares of Shell plc (SHEL), valued at approximately $489,480.
As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Shell plc (SHEL) was 27,759 shares, as reported at the end of Q3 2023.