L3VLUP
Quarter end
30 Sep 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Nov 2023
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 13 listed it in both
Shares listed
72,673,541
combined, among listed positions
Reported value
$4.7bn
combined, at the quarter end

Managers listing SHEL in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Fidelity (FMR LLC)29,087,703$1.9bn0.16%Added+6,554,3405 Nov 2026 (the filing on sec.gov)
Arrowstreet Capital LP16,819,013$1.1bn1.31%Added+4,293,21114 Nov 2023 (the filing on sec.gov)
Wellington Management Group LLP8,742,878$563m0.11%Added+848,10414 Nov 2023 (the filing on sec.gov)
T. Rowe Price Associates Inc5,295,750$341munder 0.1%Trimmed-102,77714 Nov 2023 (the filing on sec.gov)
Millennium Management LLC3,929,837$253m0.13%Trimmed-249,91814 Nov 2023 (the filing on sec.gov)
Capital Research Global Investors2,011,533$130munder 0.1%Added+1,63513 Nov 2023 (the filing on sec.gov)
D. E. Shaw & Co.1,916,476$123m0.13%Added+481,15314 Nov 2023 (the filing on sec.gov)
AllianceBernstein LP1,192,159$77munder 0.1%Trimmed-103,88014 Nov 2023 (the filing on sec.gov)
Egerton Capital UK LLP972,755$63m0.73%Newnew13 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC587,540$38m0.44%Added+30,78314 Nov 2023 (the filing on sec.gov)
Neuberger Berman Group LLC563,423$36munder 0.1%Trimmed-12,45014 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC530,407$34m0.27%Newnew14 Nov 2023 (the filing on sec.gov)
First Eagle Investment Management LLC306,242$20m0.05%Added+27,6518 Nov 2023 (the filing on sec.gov)
Voloridge Investment Management LLC298,889$19m0.09%Newnew14 Nov 2023 (the filing on sec.gov)
Davidson Kempner Capital Management LP237,931$15m0.20%Trimmed-642,52714 Nov 2023 (the filing on sec.gov)
Acadian Asset Management LLC120,992$7.8munder 0.1%Addedn.a.13 Nov 2023 (the filing on sec.gov)
Dodge & Cox60,013$3.9munder 0.1%Trimmed-20014 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SHEL by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202218$3.5bnn.a.n.a.
Q2 202219$3.5bnn.a.n.a.
Q3 202215$2.9bnn.a.n.a.
Q4 202217$3.1bnn.a.n.a.
Q1 202315$3.4bnn.a.n.a.
Q2 202319$3.9bnn.a.n.a.
Q3 202317$4.7bnn.a.n.a.
Q4 202318$5.3bn127
Q1 202420$5.9bn148
Q2 202418$7.1bn910
Q3 202420$7.3bn137
Q4 202420$8.1bn109
Q1 202521$10.0bn913
Q2 202515$9.2bn97
Q3 202512$8.8bn68
Q4 202512$9.2bn1718
Q1 202614$12.2bn1417
Q2 202617$10.0bn2013

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SHEL and GEV →SHEL and XOM →SHEL and CVX →Choose a stock to compare with SHEL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SHEL, latest filings →Back to the 13F Explorer →