Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,877,423
+$18,877,423 QoQ
Shares Held
243,454
Ownership
0.009%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#122
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$21,724,893
PutShares
233,601
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $69,451,361 across 8 Oil & Gas Integrated names. SHEL ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
121,636 | $20,162,383 | |
| 2 | SHEL |
Shell plc
This page
|
243,454 | $18,877,423 | |
| 3 | TTE |
TotalEnergies SE
|
126,288 | $9,820,154 | |
| 4 | BP |
Bp PLC
|
243,693 | $9,004,456 | |
| 5 | EQNR |
Equinor ASA
|
252,045 | $7,914,213 | |
| 6 | XOM |
ExxonMobil Holdings Corp
|
26,769 | $3,659,857 | |
| 7 | SU |
Suncor Energy Inc
|
220 | $11,809 | |
| 8 | CVE |
Cenovus Energy Inc.
|
43 | $1,066 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,877,423 | 243,454 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,724,893 | 233,601 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $17,511,092 | 238,311 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $16,946,744 | 236,918 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $16,041,228 | 227,826 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $21,343,239 | 291,256 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $16,191,328 | 258,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,887,157 | 256,060 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $18,958,437 | 262,655 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,033,223 | 268,992 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,828,190 | 240,550 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,052,831 | 249,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,432,705 | 255,593 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,844,616 | 275,367 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,889,847 | 279,014 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,597,194 | 293,352 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,844,869 | 283,895 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,292,184 | 351,214 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||