WATERS PARKERSON & CO., LLC

Position in SHEL — Shell plc

CIK 1222993 NEW ORLEANS, LA

Position in SHEL

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

Position Value

$2,008,751

-$414,457 QoQ

Shares Held

25,906

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#395

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

WATERS PARKERSON & CO., LLC holds $124,825,020 across 4 Oil & Gas Integrated names. SHEL ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	539,166	$73,714,775
2	CVX	Chevron Corp	294,389	$48,797,920
3	SHEL	Shell plc This page	25,906	$2,008,751
4	IMO	Imperial Oil Ltd	2,710	$303,574

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,008,751	25,906	-0.6%	Shares	Sole	2026-07-30
2026-03-31	$2,423,208	26,056	-0.7%	Shares	Sole	2026-04-29
2025-12-31	$1,927,453	26,231	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$1,865,931	26,086	-2.3%	Shares	Sole	2025-10-28
2025-06-30	$1,880,862	26,713	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$1,985,008	27,088	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$1,678,268	26,788	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$1,800,171	27,296	-0.4%	Shares	Sole	2024-11-13
2024-06-30	$1,977,443	27,396	-2.7%	Shares	Sole	2024-08-13
2024-03-31	$1,886,840	28,145	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$1,808,249	27,481	-19.7%	Shares	Sole	2024-02-14
2023-09-30	$2,203,791	34,231	-1.6%	Shares	Sole	2023-11-09
2023-06-30	$2,100,257	34,784	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$2,014,417	35,009	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,993,762	35,009	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$1,763,942	35,449	-4.6%	Shares	Sole	2022-11-07
2022-06-30	$1,942,521	37,149	-10.8%	Shares	Sole	2022-08-01
2022-03-31	$2,287,779	41,649	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.