GREAT LAKES ADVISORS, LLC

Position in SHEL — Shell plc

CIK 1078013 CHICAGO, IL

Position in SHEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$29,901,128

-$5,156,431 QoQ

Shares Held

385,622

+2.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#94

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Energy · as of Jun 30, 2026

GREAT LAKES ADVISORS, LLC holds $285,117,036 across 5 Oil & Gas Integrated names. SHEL ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	1,582,438	$216,350,921
2	SHEL	Shell plc This page	385,622	$29,901,128
3	SU	Suncor Energy Inc	360,110	$19,330,704
4	CVX	Chevron Corp	110,906	$18,383,778
5	NFG	National Fuel Gas Co	14,901	$1,150,505

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,901,128	385,622	+2.3%	Shares	Sole	2026-08-10
2026-03-31	$35,057,559	376,963	-35.3%	Shares	Sole	2026-05-12
2025-12-31	$42,833,841	582,932	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$42,701,405	596,972	+0.5%	Shares	Sole	2025-11-03
2025-06-30	$41,815,653	593,888	+17.5%	Shares	Sole	2025-08-11
2025-03-31	$37,036,371	505,409	-0.1%	Shares	Sole	2025-05-16
2024-12-31	$31,691,565	505,851	-3.0%	Shares	Sole	2025-02-10
2024-09-30	$34,395,430	521,538	-2.2%	Shares	Sole	2024-11-04
2024-06-30	$38,473,382	533,020	+4.9%	Shares	Sole	2024-08-06
2024-03-31	$34,071,403	508,225	-1.4%	Shares	Sole	2024-05-08
2023-12-31	$33,917,136	515,458	-20.6%	Shares	Sole	2024-02-08
2023-09-30	$41,773,605	648,860	-3.5%	Shares	Other	2023-11-07
2023-06-30	$40,588,641	672,220	-29.6%	Shares	Sole	2023-08-10
2023-03-31	$54,915,888	954,395	-5.2%	Shares	Sole	2023-05-10
2022-12-31	$5,849,207	1,006,837	-3.2%	Shares	Sole	2023-02-09
2022-09-30	$51,777,468	1,040,544	-2.0%	Shares	Sole	2022-11-09
2022-06-30	$55,535,692	1,062,071	-7.9%	Shares	Sole	2022-08-09
2022-03-31	$63,372,630	1,153,698	—	Shares	Other	2022-05-06
No filing history on record for this holder in this stock.