MCDONALD PARTNERS LLC

Position in SHEL — Shell plc

CIK 1331074 Cleveland, OH

Position in SHEL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$131,430

-$98,187 QoQ

Shares Held

1,695

-31.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,259

of 1,523 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $6,053,791 across 5 Oil & Gas Integrated names. SHEL ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	24,395	$4,043,715
2	XOM	ExxonMobil Holdings Corp	13,532	$1,850,095
3	SHEL	Shell plc This page	1,695	$131,430
4	BP	Bp PLC	616	$22,761
5	NFG	National Fuel Gas Co	75	$5,790

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,430	1,695	-31.3%	Shares	Sole	2026-07-28
2026-03-31	$229,617	2,469	-25.0%	Shares	Sole	2026-05-15
2025-06-30	$231,860	3,293	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$241,017	3,289	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$205,930	3,287	+10.0%	Shares	Sole	2025-01-31
2024-06-30	$215,601	2,987	0.0%	Shares	Sole	2024-07-17
2024-03-31	$200,248	2,987	-30.4%	Shares	Sole	2024-04-15
2022-12-31	$244,486	4,293	0.0%	Shares	Sole	2023-01-18
2022-09-30	$213,619	4,293	-81.0%	Shares	Sole	2022-10-21
2022-06-30	$1,182,067	22,606	+50.5%	Shares	Sole	2022-07-25
2022-03-31	$824,828	15,016	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.