EXCALIBUR MANAGEMENT CORP

Position in SHEL — Shell plc

CIK 1009003 WALTHAM, MA

Position in SHEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,742,633

-$336,103 QoQ

Shares Held

22,474

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#425

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $5,118,869 across 3 Oil & Gas Integrated names. SHEL ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	18,969	$3,144,301
2	SHEL	Shell plc This page	22,474	$1,742,633
3	BP	Bp PLC	6,277	$231,935

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,742,633	22,474	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$2,078,736	22,352	+0.5%	Shares	Sole	2026-05-05
2025-12-31	$1,633,533	22,231	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$1,594,546	22,292	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$1,568,523	22,277	-0.4%	Shares	Sole	2025-08-06
2025-03-31	$1,638,247	22,356	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$1,401,793	22,375	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$1,477,807	22,408	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$1,634,299	22,642	+3.6%	Shares	Sole	2024-08-09
2024-03-31	$1,465,226	21,856	+4.5%	Shares	Sole	2024-05-13
2023-12-31	$1,376,404	20,918	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$1,337,880	20,781	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$1,252,220	20,739	-0.1%	Shares	Sole	2023-08-08
2023-03-31	$1,194,587	20,761	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$1,177,498	20,676	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,028,439	20,668	+4.3%	Shares	Sole	2022-11-04
2022-06-30	$1,036,387	19,820	-12.0%	Shares	Sole	2022-07-25
2022-03-31	$1,236,858	22,517	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.