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Equibles

UBS Group AG

Position in SHEL — Shell plc

CIK 1610520 ZURICH, V8
Back to SHEL Full portfolio

Position in SHEL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$127,861,055
-$49,925,092 QoQ
Shares Held
1,648,969
-13.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#39
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 31% Shared 0% None 69%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Derivatives in SHEL

reported options exposure · as of Jun 30, 2026
CallValue
$36,350,752
CallShares
468,800
PutValue
$25,611,462
PutShares
330,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

UBS Group AG holds $4,439,033,936 across 19 Oil & Gas Integrated names. SHEL ranks #7 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVX
Chevron Corp
 10,688,911 $1,771,793,882
2 XOM
ExxonMobil Holdings Corp
 6,157,585 $841,865,018
3 TTE
TotalEnergies SE
 9,359,156 $727,767,967
4 IMO
Imperial Oil Ltd
 3,592,655 $402,449,211
5 SU
Suncor Energy Inc
 2,717,054 $145,851,456
6 PBR
Petrobras - Petroleo Brasileiro SA
 9,143,881 $145,621,462
7 SHEL
Shell plc
This page 		1,648,969 $127,861,055
8 BP
Bp PLC
 2,683,731 $99,163,859

All Filings in SHEL

Export CSV
45 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,611,462 330,300
2026-06-30 $36,350,752 468,800
2026-06-30 $127,861,055 1,648,969
2026-03-31 $41,412,900 445,300
2026-03-31 $177,786,147 1,911,679
2026-03-31 $36,939,600 397,200
2025-12-31 $31,052,648 422,600
2025-12-31 $94,399,975 1,284,703
2025-12-31 $41,303,108 562,100
2025-09-30 $39,303,446 549,468
2025-09-30 $19,427,548 271,600
2025-09-30 $112,564,183 1,573,664
2025-06-30 $72,008,307 1,022,700
2025-06-30 $15,856,332 225,200
2025-06-30 $111,301,802 1,580,767
2025-03-31 $26,593,312 362,900
2025-03-31 $52,314,592 713,900
2025-03-31 $189,795,271 2,590,001
2024-12-31 $18,337,655 292,700
2024-12-31 $32,433,905 517,700
2024-12-31 $212,596,130 3,393,394
2024-09-30 $89,851,134 1,362,413
2024-09-30 $19,303,565 292,700
2024-09-30 $30,706,320 465,600
2024-06-30 $29,081,322 402,900
2024-06-30 $13,548,186 187,700
2024-06-30 $101,296,253 1,403,384
2024-03-31 $86,216,790 1,286,050
2024-03-31 $9,097,328 135,700
2023-12-31 $87,736,338 1,333,379
2023-12-31 $26,392,380 401,100
2023-09-30 $10,332,990 160,500
2023-09-30 $104,416,376 1,621,876
2023-06-30 $87,487,841 1,448,954
2023-06-30 $15,131,228 250,600
2023-03-31 $88,190,808 1,532,687
2023-03-31 $21,865,200 380,000
2022-12-31 $125,290 2,200
2022-12-31 $78,600,509 1,380,167
2022-09-30 $64,329,329 1,292,792
2022-06-30 $71,172,231 1,361,106
2022-06-30 $5,103,504 97,600
2022-03-31 $66,641,788 1,213,213
2022-03-31 $3,163,968 57,600
2022-03-31 $2,186,214 39,800

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