Jacobi Capital Management LLC

Position in SHEL — Shell plc

CIK 1689646 PITTSTON, PA

Position in SHEL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$304,964

-$59,038 QoQ

Shares Held

3,933

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,022

of 1,523 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Jacobi Capital Management LLC holds $14,154,608 across 5 Oil & Gas Integrated names. SHEL ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	50,395	$6,890,004
2	CVX	Chevron Corp	38,052	$6,307,499
3	BP	Bp PLC	8,840	$326,638
4	TTE	TotalEnergies SE	4,186	$325,503
5	SHEL	Shell plc This page	3,933	$304,964

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,964	3,933	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$364,002	3,914	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$292,891	3,986	-6.5%	Shares	Sole	2026-02-13
2025-09-30	$305,075	4,265	+7.2%	Shares	Sole	2025-11-07
2025-06-30	$280,090	3,978	-31.4%	Shares	Sole	2025-08-12
2025-03-31	$424,657	5,795	-9.7%	Shares	Sole	2025-05-27
2024-12-31	$401,899	6,415	-2.5%	Shares	Sole	2025-02-05
2024-09-30	$433,819	6,578	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$472,634	6,548	-0.6%	Shares	Sole	2024-08-09
2024-03-31	$441,793	6,590	+1.0%	Shares	Sole	2024-05-10
2023-12-31	$429,147	6,522	-5.4%	Shares	Sole	2024-02-14
2023-09-30	$444,028	6,897	-4.2%	Shares	Sole	2023-11-13
2023-06-30	$434,917	7,203	-9.2%	Shares	Sole	2023-08-08
2023-03-31	$456,234	7,929	-5.7%	Shares	Sole	2023-05-05
2022-12-31	$479,063	8,412	-0.9%	Shares	Sole	2023-02-13
2022-09-30	$422,362	8,488	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$441,693	8,447	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.