Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Shell plc (SHEL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,196,449 0.97 Reduce 2.47% 0.02 $93.00 $297,269,711 SEC
2025   Q4 3,277,328 0.72 Reduce 2.76% 0.02 $73.48 $240,818,052 SEC
2025   Q3 3,370,332 0.78 Reduce 8.04% 0.07 $71.53 $241,079,879 SEC
2025   Q2 3,665,115 0.84 Add 2.03% 0.02 $70.41 $258,060,721 SEC
2025   Q1 3,592,218 0.92 Add 0.42% <0.01 $73.28 $263,237,760 SEC
2024   Q4 3,577,175 0.76 Reduce 3.31% 0.03 $62.65 $224,109,985 SEC
2024   Q3 3,699,517 0.79 Add 0.20% <0.01 $65.95 $243,983,175 SEC
2024   Q2 3,692,200 0.94 Reduce 5.17% 0.05 $72.18 $266,502,994 SEC
2024   Q1 3,893,439 0.90 Reduce 0.12% <0.01 $67.04 $261,016,157 SEC
2023   Q4 3,898,091 0.96 Reduce 1.06% 0.01 $65.80 $256,494,388 SEC
2023   Q3 3,939,739 1.09 Add 1.59% 0.02 $64.38 $253,640,397 SEC
2023   Q2 3,878,156 1.00 Add 56.54% 0.36 $60.38 $234,163,059 SEC
2023   Q1 2,477,432 0.61 Reduce 9.91% 0.07 $57.54 $142,551,437 SEC
2022   Q4 2,750,063 0.69 Reduce 4.39% 0.03 $56.95 $156,616,088 SEC
2022   Q3 2,876,466 0.71 Reduce 2.94% 0.02 $49.76 $143,133,000 SEC
2022   Q2 2,963,476 0.69 Reduce 10.15% 0.07 $52.29 $154,960,000 SEC
2022   Q1 3,298,328 0.68 Buy 0.68 $54.93 $181,177,000 SEC