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American Assets Investment Management, LLC

Position in SHEL — Shell plc

CIK 1389256 SAN DIEGO, CA

Position in SHEL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$50,478,540
-$10,064,460 QoQ
Shares Held
651,000
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#67
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

American Assets Investment Management, LLC holds $148,034,540 across 4 Oil & Gas Integrated names. SHEL ranks #2 (34.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
651,000 $50,478,540

All Filings in SHEL

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $50,478,540 651,000
2026-03-31 $60,543,000 651,000
2025-12-31 $47,835,480 651,000
2025-09-30 $20,457,580 286,000
2025-06-30 $20,137,260 286,000
2025-03-31 $16,194,880 221,000
2024-12-31 $13,845,650 221,000
2024-09-30 $14,574,950 221,000
2024-06-30 $15,951,780 221,000
2024-03-31 $14,815,840 221,000
2023-12-31 $14,541,800 221,000
2023-09-30 $14,227,980 221,000
2023-06-30 $13,343,980 221,000
2023-03-31 $12,716,340 221,000
2022-12-31 $12,585,950 221,000
2022-09-30 $8,508,960 171,000
2022-06-30 $8,941,590 171,000
2022-03-31 $21,202,980 386,000