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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in SHEL — Shell plc

CIK 1423442 Stamford, CT

Position in SHEL

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$29,392,650
+$6,952,299 QoQ
Shares Held
316,050
+3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $490,014,047 across 14 Oil & Gas Integrated names. SHEL ranks #3 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
316,050 $29,392,650

All Filings in SHEL

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $29,392,650 316,050
2025-12-31 $22,440,351 305,394
2025-09-30 $21,671,730 302,974
2025-06-30 $18,795,104 266,938
2025-03-31 $20,621,358 281,405
2024-12-31 $13,581,392 216,782
2024-09-30 $15,037,655 228,016
2024-06-30 $13,498,165 187,007
2024-03-31 $10,515,358 156,852
2023-12-31 $8,423,123 128,011
2023-09-30 $7,636,691 118,619
2023-06-30 $5,806,261 96,162
2023-03-31 $5,532,068 96,143
2022-12-31 $4,826,398 84,748
2022-09-30 $3,805,196 76,471
2022-06-30 $3,617,945 69,190
2022-03-31 $3,532,548 64,310