Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$30,813,617 |
419,347 |
+15.7%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$25,916,678 |
362,319 |
+1.9%
|
Shares |
Sole |
2025-11-03 |
| 2025-06-30 |
$25,045,329 |
355,707 |
+0.5%
|
Shares |
Sole |
2025-08-08 |
| 2025-03-31 |
$25,929,908 |
353,847 |
+14.4%
|
Shares |
Sole |
2025-05-12 |
| 2024-12-31 |
$19,375,702 |
309,269 |
+35.5%
|
Shares |
Sole |
2025-01-24 |
| 2024-09-30 |
$15,052,691 |
228,244 |
+14.8%
|
Shares |
Sole |
2024-10-18 |
| 2024-06-30 |
$14,349,095 |
198,796 |
+17.8%
|
Shares |
Sole |
2024-08-02 |
| 2024-03-31 |
$11,309,715 |
168,701 |
+24.1%
|
Shares |
Sole |
2024-04-19 |
| 2023-12-31 |
$8,944,720 |
135,938 |
+11.5%
|
Shares |
Sole |
2024-01-18 |
| 2023-09-30 |
$7,846,505 |
121,878 |
+87.5%
|
Shares |
Sole |
2023-10-24 |
| 2023-06-30 |
$3,924,579 |
64,998 |
+112.3%
|
Shares |
Sole |
2023-07-27 |
| 2023-03-31 |
$1,761,472 |
30,613 |
+36.8%
|
Shares |
Sole |
2023-04-25 |
| 2022-12-31 |
$1,274,711 |
22,383 |
-3.9%
|
Shares |
Sole |
2023-01-20 |
| 2022-09-30 |
$1,158,562 |
23,283 |
-0.9%
|
Shares |
Sole |
2022-10-21 |
| 2022-06-30 |
$1,227,926 |
23,483 |
-12.6%
|
Shares |
Sole |
2022-07-22 |
| 2022-03-31 |
$1,476,683 |
26,883 |
—
|
Shares |
Sole |
2022-04-22 |
