SHEL — SHELL PLC

Ownership history in Pendal Group Ltd  ·  4 quarters on record

This page tracks every 13F SEC filing in which Pendal Group Ltd reported a position in SHELL PLC (SHEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.63% (2022 Q3)
Avg. % of fund
2.3%
First filed
2022 Q1
Last filed
2022 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q4 REDUCED 9,686,545 -1,086,834 -10.1% 2.36% $272.8M $50.02
2022 Q3 ADDED 10,773,379 +1,628,001 +17.8% 2.63% $270.6M $43.31
2022 Q2 ADDED 9,145,378 +907,223 +11.0% 2.34% $238.0M $45.09
2022 Q1 INITIATED 8,238,155 — — 1.88% $228.6M $46.96
% of Fund (quarterly)    SHEL price (monthly, adj. close)

Other funds also holding SHEL

As of 2025 Q4 — sorted by position size

Standard Investments LLC 3Y 7Y 12.34% Foresight Global Investors, Inc. 5.9% Empyrean Capital Partners, LP 3Y 7Y 4.35% Connective Portfolio Management, LLC 3Y 4.0% PENN DAVIS MCFARLAND INC 3Y 7Y 3.53% Mawer Investment Management Ltd. 3Y 7Y 3.32% American Assets Investment Management, LLC 3Y 7Y 3.3% Eastover Investment Advisors LLC 3Y 7Y 3.28% INTREPID FAMILY OFFICE LLC 3Y 3.17% Eldred Rock Partners, LLC 3.15%
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