Gradient Investments LLC

Position in SHEL — Shell plc

CIK 1542265 ARDEN HILLS, MN

Position in SHEL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,668,949

-$821,800 QoQ

Shares Held

73,110

+4.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#17

of 269 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gradient Investments LLC holds $71,809,466 across 4 Oil & Gas Integrated names. SHEL ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	324,903	$53,855,921
2	SU	Suncor Energy Inc	119,099	$6,393,234
3	EQNR	Equinor ASA	187,623	$5,891,362
4	SHEL	Shell plc This page	73,110	$5,668,949

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,668,949	73,110	+4.8%	Shares	Sole	2026-07-08
2026-03-31	$6,490,749	69,793	+164.4%	Shares	Sole	2026-04-13
2025-12-31	$1,939,504	26,395	+47.0%	Shares	Sole	2026-01-08
2025-09-30	$1,284,106	17,952	+56.9%	Shares	Sole	2025-10-06
2025-06-30	$805,701	11,443	+19.1%	Shares	Sole	2025-07-08
2025-03-31	$704,220	9,610	+2.6%	Shares	Sole	2025-04-09
2024-12-31	$586,717	9,365	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$617,094	9,357	+2.5%	Shares	Sole	2024-10-15
2024-06-30	$658,859	9,128	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$611,136	9,116	-3.6%	Shares	Sole	2024-04-23
2023-12-31	$622,270	9,457	-7.5%	Shares	Sole	2024-01-18
2023-09-30	$658,349	10,226	+6.0%	Shares	Sole	2023-10-27
2023-06-30	$582,606	9,649	+1.8%	Shares	Sole	2023-07-11
2023-03-31	$545,651	9,483	+9.7%	Shares	Sole	2023-04-17
2022-12-31	$492,332	8,645	-2.3%	Shares	Sole	2023-01-10
2022-09-30	$440,077	8,844	-7.0%	Shares	Sole	2022-10-14
2022-06-30	$497,487	9,514	-0.7%	Shares	Sole	2022-07-11
2022-03-31	$526,229	9,580	—	Shares	Sole	2022-05-26
No filing history on record for this holder in this stock.