Bollard Group LLC

Position in SHEL — Shell plc

CIK 1556218 BOSTON, MA

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,623,333

-$563,963 QoQ

Shares Held

33,832

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#343

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 18% None 82%

Energy · as of Jun 30, 2026

Bollard Group LLC holds $43,191,213 across 5 Oil & Gas Integrated names. SHEL ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	136,295	$22,592,259
2	BP	Bp PLC	364,335	$13,462,178
3	XOM	ExxonMobil Holdings Corp	31,227	$4,269,355
4	SHEL	Shell plc This page	33,832	$2,623,333
5	TTE	TotalEnergies SE	3,139	$244,088

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,623,333	33,832	-1.3%	Shares	Defined	2026-08-12
2026-03-31	$3,187,296	34,272	+9.7%	Shares	Defined	2026-05-14
2025-12-31	$2,295,809	31,244	+24.4%	Shares	Defined	2026-02-13
2025-09-30	$1,797,119	25,124	+3.3%	Shares	Defined	2025-11-14
2025-06-30	$1,712,300	24,319	+5.7%	Shares	Defined	2025-08-13
2025-03-31	$1,686,099	23,009	+1.2%	Shares	Defined	2025-05-15
2024-12-31	$1,424,974	22,745	-1.1%	Shares	Defined	2025-02-14
2024-09-30	$1,516,454	22,994	+164.4%	Shares	Defined	2024-11-13
2024-06-30	$627,821	8,698	+165.8%	Shares	Defined	2024-08-14
2024-03-31	$219,421	3,273	+66.8%	Shares	Defined	2024-05-13
2023-12-31	$129,099	1,962	+0.5%	Shares	Defined	2024-02-13
2023-09-30	$125,669	1,952	+107.2%	Shares	Defined	2023-11-14
2023-06-30	$56,877	942	+18.3%	Shares	Defined	2023-08-14
2023-03-31	$45,801	796	+1.0%	Shares	Defined	2023-05-12
2022-12-31	$44,876	788	+0.9%	Shares	Defined	2023-02-10
2022-09-30	$38,862	781	+1.0%	Shares	Defined	2022-11-09
2022-06-30	$40,420	773	+10942.9%	Shares	Defined	2022-08-12
2022-03-31	$384	7	—	Shares	Defined	2022-05-12
No filing history on record for this holder in this stock.