Diversified Trust Co

Bank

Position in SHEL — Shell plc

CIK 1479844 MEMPHIS, TN

Position in SHEL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$905,279

-$540,685 QoQ

Shares Held

11,675

-24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#597

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

Diversified Trust Co holds $39,037,384 across 6 Oil & Gas Integrated names. SHEL ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	144,820	$19,799,789
2	CVX	Chevron Corp	69,764	$11,564,080
3	BP	Bp PLC	159,671	$5,899,843
4	SHEL	Shell plc This page	11,675	$905,279
5	PBR	Petrobras - Petroleo Brasileiro SA	37,603	$607,664
6	TTE	TotalEnergies SE	3,353	$260,729

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,279	11,675	-24.9%	Shares	Sole	2026-07-17
2026-03-31	$1,445,964	15,548	+53.4%	Shares	Sole	2026-04-16
2025-12-31	$744,940	10,138	-2.2%	Shares	Sole	2026-01-09
2025-09-30	$741,122	10,361	-7.0%	Shares	Sole	2025-10-20
2025-06-30	$784,156	11,137	+2.7%	Shares	Sole	2025-07-11
2025-03-31	$794,281	10,839	+2.2%	Shares	Sole	2025-04-24
2024-12-31	$664,591	10,608	+1.1%	Shares	Sole	2025-01-07
2024-09-30	$691,683	10,488	-0.3%	Shares	Sole	2024-10-07
2024-06-30	$759,189	10,518	-12.3%	Shares	Sole	2024-07-16
2024-03-31	$803,943	11,992	+34.8%	Shares	Sole	2024-04-18
2023-12-31	$585,554	8,899	-6.9%	Shares	Sole	2024-01-08
2023-09-30	$615,150	9,555	-0.6%	Shares	Sole	2023-11-17
2023-06-30	$580,553	9,615	+3.2%	Shares	Sole	2023-07-18
2023-03-31	$536,215	9,319	+1.1%	Shares	Sole	2023-04-07
2022-12-31	$525,022	9,219	0.0%	Shares	Sole	2023-01-17
2022-09-30	$458,737	9,219	-19.8%	Shares	Sole	2022-10-14
2022-06-30	$600,864	11,491	+12.9%	Shares	Sole	2022-07-12
2022-03-31	$559,132	10,179	—	Shares	Sole	2022-04-07
No filing history on record for this holder in this stock.