Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$25,496,529 |
346,986 |
+12.6%
|
Shares |
Defined |
2026-01-30 |
| 2025-09-30 |
$22,038,104 |
308,096 |
-6.2%
|
Shares |
Defined |
2025-11-12 |
| 2025-06-30 |
$23,122,994 |
328,405 |
-8.6%
|
Shares |
Defined |
2025-07-24 |
| 2025-03-31 |
$26,328,183 |
359,282 |
-2.2%
|
Shares |
Defined |
2025-05-08 |
| 2024-12-31 |
$23,007,521 |
367,239 |
-2.8%
|
Shares |
Defined |
2025-02-05 |
| 2024-09-30 |
$24,925,076 |
377,939 |
-8.1%
|
Shares |
Defined |
2024-10-28 |
| 2024-06-30 |
$29,692,902 |
411,373 |
+21.4%
|
Shares |
Defined |
2024-08-07 |
| 2024-03-31 |
$22,722,133 |
338,934 |
-18.5%
|
Shares |
Defined |
2024-05-08 |
| 2023-12-31 |
$27,365,495 |
415,889 |
-3.1%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$27,624,361 |
429,083 |
+34.9%
|
Shares |
Defined |
2023-11-03 |
| 2023-06-30 |
$19,207,782 |
318,115 |
+0.9%
|
Shares |
Defined |
2023-08-10 |
| 2023-03-31 |
$18,148,862 |
315,413 |
-9.4%
|
Shares |
Defined |
2023-05-09 |
| 2022-12-31 |
$19,829,192 |
348,186 |
-9.8%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$19,197,904 |
385,810 |
+33.6%
|
Shares |
Defined |
2022-10-27 |
| 2022-06-30 |
$15,098,579 |
288,747 |
+4.5%
|
Shares |
Defined |
2022-08-01 |
| 2022-03-31 |
$15,171,335 |
276,194 |
—
|
Shares |
Defined |
2022-05-11 |
