Position in SHEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,299,349
-$1,956,557 QoQ
Shares Held
171,516
+4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#151
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 68%
Shared 31%
None 1%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $49,674,954 across 11 Oil & Gas Integrated names. SHEL ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHEL |
Shell plc
This page
|
171,516 | $13,299,349 | |
| 2 | TTE |
TotalEnergies SE
|
140,075 | $10,892,231 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
69,441 | $9,493,972 | |
| 4 | CVX |
Chevron Corp
|
49,573 | $8,217,219 | |
| 5 | BP |
Bp PLC
|
78,290 | $2,892,815 | |
| 6 | E |
Eni Spa
|
26,125 | $1,224,217 | |
| 7 | NFG |
National Fuel Gas Co
|
14,772 | $1,140,545 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
61,215 | $989,234 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,299,349 | 171,516 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,255,906 | 164,042 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $14,296,488 | 194,563 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,935,903 | 194,826 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $12,891,577 | 183,093 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $12,743,244 | 173,898 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $13,716,152 | 218,933 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,307,060 | 216,938 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $15,332,691 | 212,423 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,222,066 | 212,143 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,733,315 | 208,713 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $13,316,036 | 206,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,981,485 | 248,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,116,402 | 245,332 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,702,055 | 240,598 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,808,445 | 237,308 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,265,717 | 234,571 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $13,525,139 | 246,225 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||