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TRUST POINT INC.

Position in SHEL — Shell plc

CIK 1635633 LA CROSSE, WI

Position in SHEL

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$1,295,383
-$266,366 QoQ
Shares Held
16,706
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#497
of 1,523 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 62% Shared 0% None 38%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

TRUST POINT INC. holds $4,854,060 across 3 Oil & Gas Integrated names. SHEL ranks #2 (26.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
16,706 $1,295,383

All Filings in SHEL

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,295,383 16,706
2026-03-31 $1,561,749 16,793
2025-12-31 $1,056,275 14,375
2025-09-30 $836,901 11,700
2025-06-30 $749,444 10,644
2025-03-31 $729,942 9,961
2024-12-31 $630,071 10,057
2024-09-30 $695,838 10,551
2024-06-30 $729,234 10,103
2024-03-31 $707,808 10,558
2023-12-31 $551,864 8,387