Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$61,912,851 |
842,581 |
+2.9%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$58,563,184 |
818,722 |
+8.1%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$53,326,421 |
757,370 |
-7.2%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$59,782,043 |
815,803 |
+12.8%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$45,329,405 |
723,534 |
-0.7%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$48,063,304 |
728,784 |
-2.0%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$53,694,052 |
743,891 |
+8.0%
|
Shares |
Sole |
2024-08-07 |
| 2024-03-31 |
$46,163,341 |
688,594 |
+3.6%
|
Shares |
Sole |
2024-05-10 |
| 2023-12-31 |
$43,726,271 |
664,533 |
+4.9%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$40,771,017 |
633,287 |
+11.0%
|
Shares |
Sole |
2023-11-13 |
| 2023-06-30 |
$34,446,488 |
570,495 |
+1.0%
|
Shares |
Sole |
2023-07-31 |
| 2023-03-31 |
$32,512,574 |
565,043 |
+14.0%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$28,238,088 |
495,840 |
+0.3%
|
Shares |
Sole |
2023-02-07 |
| 2022-09-30 |
$24,603,384 |
494,441 |
+6.2%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$24,353,701 |
465,743 |
—
|
Shares |
Sole |
2022-08-12 |
