VIKING FUND MANAGEMENT LLC

Position in SHEL — Shell plc

CIK 1169069 MINOT, ND

Position in SHEL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$13,336,880

-$1,543,120 QoQ

Shares Held

172,000

+7.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#150

of 1,527 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

VIKING FUND MANAGEMENT LLC holds $58,771,940 across 5 Oil & Gas Integrated names. SHEL ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	193,500	$32,074,560
2	SHEL	Shell plc This page	172,000	$13,336,880
3	TTE	TotalEnergies SE	150,000	$11,664,000
4	CVE	Cenovus Energy Inc.	60,000	$1,488,600
5	DEC	Diversified Energy Co	15,000	$207,900

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,336,880	172,000	+7.5%	Shares	Sole	2026-07-13
2026-03-31	$14,880,000	160,000	+166.7%	Shares	Sole	2026-04-10
2024-06-30	$4,330,800	60,000	-14.3%	Shares	Sole	2024-07-16
2024-03-31	$4,692,800	70,000	0.0%	Shares	Sole	2024-04-15
2023-12-31	$4,606,000	70,000	0.0%	Shares	Sole	2024-01-17
2023-09-30	$4,506,600	70,000	-12.5%	Shares	Sole	2023-10-16
2023-06-30	$4,830,400	80,000	0.0%	Shares	Sole	2023-07-20
2023-03-31	$4,603,200	80,000	0.0%	Shares	Sole	2023-04-17
2022-12-31	$4,556,000	80,000	+42.9%	Shares	Sole	2023-02-02
2022-09-30	$2,786,560	56,000	+21.7%	Shares	Sole	2022-10-12
2022-06-30	$2,405,340	46,000	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.