Holdings in SHEL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$28,819,443 |
392,208 |
+17.1%
|
Shares |
Sole |
2026-02-19 |
| 2025-09-30 |
$23,965,624 |
335,043 |
-19.2%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$29,210,573 |
414,864 |
-0.1%
|
Shares |
Other |
2025-09-26 |
| 2025-03-31 |
$30,437,800 |
415,363 |
-9.7%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$28,824,763 |
460,092 |
-3.4%
|
Shares |
Other |
2025-02-10 |
| 2024-09-30 |
$31,418,447 |
476,398 |
-1.0%
|
Shares |
Other |
2024-11-12 |
| 2024-06-30 |
$34,729,189 |
481,147 |
+7.6%
|
Shares |
Other |
2024-08-13 |
| 2024-03-31 |
$29,969,829 |
447,044 |
-25.9%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$39,716,616 |
603,596 |
+2.5%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$37,927,222 |
589,115 |
-3.9%
|
Shares |
Other |
2023-11-03 |
| 2023-06-30 |
$37,021,755 |
613,146 |
+25.5%
|
Shares |
Other |
2023-08-10 |
| 2023-03-31 |
$28,110,188 |
488,533 |
+82.4%
|
Shares |
Other |
2023-05-15 |
| 2022-12-31 |
$15,254,171 |
267,852 |
—
|
Shares |
Other |
2023-02-15 |
