Phoenix Financial Ltd.

Position in SHEL — Shell plc

CIK 1679543 Givatayim, L3

Back to SHEL Full portfolio

Position in SHEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,899,730

-$378,770 QoQ

Shares Held

24,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#406

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Derivatives in SHEL

reported options exposure · as of Dec 31, 2024

CallValue

$3,690,085

CallShares

58,900

PutValue

PutShares

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

Phoenix Financial Ltd. holds $26,007,678 across 6 Oil & Gas Integrated names. SHEL ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	138,000	$18,867,359
2	BP	Bp PLC	60,000	$2,217,000
3	SHEL	Shell plc This page	24,500	$1,899,730
4	CVE	Cenovus Energy Inc.	60,477	$1,500,434
5	CVX	Chevron Corp	7,707	$1,277,512
6	TTE	TotalEnergies SE	3,159	$245,643

All Filings in SHEL

Export CSV

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,899,730	24,500	0.0%	Shares	Defined	2026-08-11
2026-03-31	$2,278,500	24,500	0.0%	Shares	Defined	2026-05-11
2025-12-31	$1,800,260	24,500	-68.4%	Shares	Defined	2026-02-05
2025-09-30	$5,550,799	77,601	+216.7%	Shares	Defined	2025-11-13
2025-06-30	$1,725,045	24,500	-1.1%	Shares	Defined	2025-07-30
2025-03-31	$1,814,925	24,767	-0.3%	Shares	Defined	2025-05-07
2024-12-31	$1,556,350	24,842	-9.8%	Shares	Sole	2025-02-13
2024-12-31	$3,690,085	58,900	0.0%	Call	Sole	2025-02-13
2024-09-30	$1,815,734	27,532	-47.8%	Shares	Sole	2024-11-05
2024-09-30	$3,884,455	58,900	—	Call	Sole	2024-11-05
2024-06-30	$3,804,318	52,706	+5.7%	Shares	Sole	2024-08-12
2024-03-31	$3,344,356	49,886	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$3,229,661	49,083	+13.4%	Shares	Sole	2024-02-14
2023-09-30	$2,786,366	43,280	-4.3%	Shares	Sole	2023-12-04
2023-06-30	$2,731,289	45,235	+82.0%	Shares	Sole	2023-08-07
2023-03-31	$1,430,156	24,855	+37.7%	Shares	Sole	2023-05-11
2022-12-31	$1,028,004	18,051	+3.4%	Shares	Sole	2023-02-13
2022-09-30	$868,610	17,456	+17.1%	Shares	Sole	2022-11-10
2022-06-30	$779,486	14,907	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.