EVERETT HARRIS & CO /CA/

Position in SHEL — Shell plc

CIK 1009254 LOS ANGELES, CA

Position in SHEL

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

Position Value

$35,037,146

-$5,198,932 QoQ

Shares Held

451,859

+4.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#86

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $123,469,881 across 3 Oil & Gas Integrated names. SHEL ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	531,337	$88,074,421
2	SHEL	Shell plc This page	451,859	$35,037,146
3	SU	Suncor Energy Inc	6,675	$358,314

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,037,146	451,859	+4.4%	Shares	Sole	2026-08-03
2026-03-31	$40,236,078	432,646	+3.2%	Shares	Sole	2026-05-11
2025-12-31	$30,813,617	419,347	+15.7%	Shares	Sole	2026-02-11
2025-09-30	$25,916,678	362,319	+1.9%	Shares	Sole	2025-11-03
2025-06-30	$25,045,329	355,707	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$25,929,908	353,847	+14.4%	Shares	Sole	2025-05-12
2024-12-31	$19,375,702	309,269	+35.5%	Shares	Sole	2025-01-24
2024-09-30	$15,052,691	228,244	+14.8%	Shares	Sole	2024-10-18
2024-06-30	$14,349,095	198,796	+17.8%	Shares	Sole	2024-08-02
2024-03-31	$11,309,715	168,701	+24.1%	Shares	Sole	2024-04-19
2023-12-31	$8,944,720	135,938	+11.5%	Shares	Sole	2024-01-18
2023-09-30	$7,846,505	121,878	+87.5%	Shares	Sole	2023-10-24
2023-06-30	$3,924,579	64,998	+112.3%	Shares	Sole	2023-07-27
2023-03-31	$1,761,472	30,613	+36.8%	Shares	Sole	2023-04-25
2022-12-31	$1,274,711	22,383	-3.9%	Shares	Sole	2023-01-20
2022-09-30	$1,158,562	23,283	-0.9%	Shares	Sole	2022-10-21
2022-06-30	$1,227,926	23,483	-12.6%	Shares	Sole	2022-07-22
2022-03-31	$1,476,683	26,883	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.