CHOREO, LLC

Position in SHEL — Shell plc

CIK 1679031 ROCKFORD, IL

Position in SHEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,024,503

-$1,703,919 QoQ

Shares Held

90,592

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#214

of 1,523 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CHOREO, LLC holds $34,660,759 across 7 Oil & Gas Integrated names. SHEL ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	139,858	$23,182,862
2	SHEL	Shell plc This page	90,592	$7,024,503
3	TTE	TotalEnergies SE	21,047	$1,636,614
4	BP	Bp PLC	42,118	$1,556,260
5	E	Eni Spa	11,950	$559,977
6	EQNR	Equinor ASA	11,429	$358,870
7	SU	Suncor Energy Inc	6,365	$341,673

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,024,503	90,592	-3.5%	Shares	Sole	2026-08-04
2026-03-31	$8,728,422	93,854	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$6,827,541	92,917	-3.3%	Shares	Sole	2026-01-23
2025-09-30	$6,870,098	96,045	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$6,650,224	94,450	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$6,928,770	94,552	+3.6%	Shares	Sole	2025-05-06
2024-12-31	$5,715,246	91,225	+17.5%	Shares	Sole	2025-01-27
2024-09-30	$5,118,247	77,608	+1.7%	Shares	Sole	2024-11-07
2024-06-30	$5,508,705	76,319	+698.6%	Shares	Sole	2024-08-07
2024-03-31	$640,701	9,557	+9.7%	Shares	Sole	2024-05-02
2023-12-31	$573,315	8,713	+15.5%	Shares	Sole	2024-02-05
2023-09-30	$485,489	7,541	+11.6%	Shares	Sole	2023-11-08
2023-06-30	$407,866	6,755	-4.1%	Shares	Sole	2023-08-04
2023-03-31	$405,484	7,047	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.