L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 13 listed it in both
Shares listed
79,823,077
combined, among listed positions
Reported value
$5.3bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 7 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)42,133,982$2.8bn0.21%Added+13,046,2795 Nov 2026 (the filing on sec.gov)
Arrowstreet Capital LP9,559,488$629m0.66%Trimmed-7,259,52514 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP8,459,851$557m0.10%Trimmed-283,02712 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc5,942,342$391m0.05%Added+646,59216 Feb 2024 (the filing on sec.gov)
Millennium Management LLC4,245,215$279m0.12%New+315,37814 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP2,381,661$157m0.38%Newnew14 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors2,011,708$132munder 0.1%Added+17513 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,360,793$90munder 0.1%Added+168,63414 Feb 2024 (the filing on sec.gov)
Egerton Capital UK LLP1,173,260$77m0.84%Added+200,50512 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP560,088$37m0.14%Newnew14 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC531,153$35m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC437,424$29m0.23%Trimmed-150,11614 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC317,700$21munder 0.1%Added+11,4588 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP278,300$18munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC200,683$13m0.09%Trimmed-329,72414 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC119,553$7.9munder 0.1%Trimmed-1,43913 Feb 2024 (the filing on sec.gov)
Dodge & Cox58,813$3.9munder 0.1%Trimmed-1,20022 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP51,063$3.4m0.20%Addedn.a.14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 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.

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 →