Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$30,508,160 |
415,190 |
+4.4%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$28,435,177 |
397,528 |
+1.4%
|
Shares |
Sole |
2025-10-22 |
| 2025-06-30 |
$27,594,312 |
391,909 |
+3.0%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$27,890,148 |
380,597 |
+0.0%
|
Shares |
Other |
2025-04-30 |
| 2024-12-31 |
$23,837,385 |
380,485 |
-1.0%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$25,350,652 |
384,392 |
+21.2%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$22,887,917 |
317,095 |
-2.3%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$21,764,133 |
324,644 |
+17.2%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$18,231,140 |
277,069 |
+51.1%
|
Shares |
Defined |
2024-01-26 |
| 2023-09-30 |
$11,807,807 |
183,408 |
+25.0%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$8,857,746 |
146,700 |
+0.5%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$8,399,919 |
145,984 |
+9.5%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$7,592,801 |
133,324 |
+69.4%
|
Shares |
Sole |
2023-02-15 |
| 2022-09-30 |
$3,915,514 |
78,688 |
—
|
Shares |
Sole |
2022-11-14 |
