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Baker Avenue Asset Management, LP

Position in SHEL — Shell plc

CIK 1432529 SAN FRANCISCO, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$2,152,122
-$924,132 QoQ
Shares Held
27,755
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#380
of 1,527 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $39,523,822 across 4 Oil & Gas Integrated names. SHEL ranks #3 (5.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
27,755 $2,152,122

All Filings in SHEL

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,152,122 27,755
2026-03-31 $3,076,254 33,078
2025-12-31 $3,947,125 53,717
2025-09-30 $2,931,013 40,976
2025-06-30 $2,891,457 41,066
2025-03-31 $3,022,213 41,242
2024-12-31 $2,441,282 38,967
2024-09-30 $3,867,571 58,644
2024-06-30 $4,216,539 58,417
2024-03-31 $3,723,267 55,538
2023-12-31 $3,294,869 50,074
2023-09-30 $3,222,862 50,060
2023-06-30 $3,022,622 50,060
2023-03-31 $2,883,329 50,110
2022-12-31 $75,800 1,331