L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 10 Feb 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 18 listed it in both
Shares listed
129,131,526
combined, among listed positions
Reported value
$8.1bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SHEL in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)86,417,177$5.4bn0.32%Added+21,118,2345 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP7,982,817$500m0.09%Added+238,70512 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.7,254,467$454m0.33%Added+2,247,46214 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc6,900,669$432munder 0.1%Trimmed-183,95414 Feb 2025 (the filing on sec.gov)
Millennium Management LLC5,385,953$337m0.16%New+444,22814 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC3,463,372$217m0.77%Added+2,182,25314 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP2,059,719$129m0.28%Trimmed-11,58214 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP1,538,382$96m0.31%Trimmed-2,235,23514 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,328,075$83m1.02%Heldn.a.14 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP1,101,239$69m0.08%Trimmed-41,99613 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,003,200$63m0.15%Added+348,30014 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP831,000$52m0.24%Added+697,80613 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors765,650$48munder 0.1%Trimmed-1,72013 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC756,354$47m0.19%Added+39,60114 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC673,786$42m0.06%Trimmed-12,20013 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC582,361$36m0.05%Trimmed-934,35014 Feb 2025 (the filing on sec.gov)
First Eagle Investment Management LLC487,840$31m0.07%Added+67,37110 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP374,843$23m0.05%Trimmed-5,099,61814 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP167,009$10m0.12%Newnew14 Feb 2025 (the filing on sec.gov)
Dodge & Cox57,613$3.6munder 0.1%Held013 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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.

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 →