Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$78,521,609 |
1,068,612 |
-0.0%
|
Shares |
Sole |
2026-02-12 |
| 2025-09-30 |
$76,465,426 |
1,068,998 |
+2.0%
|
Shares |
Sole |
2025-11-05 |
| 2025-06-30 |
$73,796,721 |
1,048,100 |
+1.8%
|
Shares |
Sole |
2025-08-06 |
| 2025-03-31 |
$75,430,914 |
1,029,352 |
+0.6%
|
Shares |
Sole |
2025-05-02 |
| 2024-12-31 |
$64,118,453 |
1,023,439 |
+1.1%
|
Shares |
Sole |
2025-02-05 |
| 2024-09-30 |
$66,783,871 |
1,012,644 |
+5.2%
|
Shares |
Sole |
2024-11-07 |
| 2024-06-30 |
$69,462,711 |
962,354 |
-2.6%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$66,269,643 |
988,509 |
+7.8%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$60,352,220 |
917,207 |
-3.7%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$61,317,121 |
952,425 |
-0.8%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$57,993,118 |
960,469 |
-1.7%
|
Shares |
Sole |
2023-08-03 |
| 2023-03-31 |
$56,233,209 |
977,289 |
+2.6%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$54,269,420 |
952,931 |
+2.9%
|
Shares |
Sole |
2023-02-08 |
| 2022-09-30 |
$46,060,592 |
925,655 |
+2.5%
|
Shares |
Sole |
2022-11-09 |
| 2022-06-30 |
$47,220,745 |
903,055 |
+3.4%
|
Shares |
Sole |
2022-08-08 |
| 2022-03-31 |
$47,996,460 |
873,775 |
—
|
Shares |
Sole |
2022-05-10 |
