Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

SHELSHEL
18 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in SHELL PLC

Yes. Orbis Allan Gray holds 8,847,436 shares of SHEL (Shell), worth $686M, as of its Q2 2026 13F filing. It increased the position by 4,733,726 shares (+115.1%) from Q1 2026. Orbis Allan Gray has held SHEL in every 13F on record since Q1 2022, 18 quarterly filings. SHEL is 2.4% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$686M

Current Shares

8.8M

Total Value Change

+$523.7M

Total Shares Change

+5.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.8M
+115.1%
$686M2.4%$76.87
87
2026-Q1
Increased
4.1M
+178.6%
$382.6M1.6%$91.36
79
2025-Q4
Increased
1.5M
+4.0%
$108.5M0.5%$71.52
37
2025-Q3
Decreased
1.4M
-80.6%
$101.6M0.4%$68.96
0
2025-Q2
Increased
7.3M
+13.6%
$516.4M2.5%$67.22
61
2025-Q1
Decreased
6.5M
-3.1%
$473.1M2.7%$69.21
0
2024-Q4
Decreased
6.7M
-32.2%
$417.4M2.2%$58.54
0
2024-Q3
Decreased
9.8M
-6.3%
$647.8M3.4%$60.98
0
2024-Q2
Increased
10.5M
+1.5%
$756.4M4.7%$66.12
59
2024-Q1
Increased
10.3M
+20.3%
$692M4.1%$60.83
69
2023-Q4
Increased
8.6M
+25.7%
$564.8M3.5%$59.06
71
2023-Q3
Increased
6.8M
+2.1%
$439.6M3.2%$57.20
58
2023-Q2
Decreased
6.7M
-2.3%
$403.9M2.9%$53.08
0
2023-Q1
Decreased
6.8M
-0.8%
$393.8M3.1%$50.11
0
2022-Q4
Decreased
6.9M
-38.5%
$393.1M3.1%$49.14
0
2022-Q3
Increased
11.2M
+22.8%
$558.5M4.6%$42.55
70
2022-Q2
Increased
9.1M
+209.2%
$477.8M3.8%$44.29
93
2022-Q1
New
3M
-
$162.3M1.2%$46.13
69

Other major holders of SHEL: FMR LLC

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