Yaupon Capital Management LP

Position in SHEL — Shell plc

CIK 1755028 NEW YORK, NY

Position in SHEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,502,030

-$15,791,650 QoQ

Shares Held

290,199

-29.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#113

of 1,520 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $249,499,013 across 4 Oil & Gas Integrated names. SHEL ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFG	National Fuel Gas Co	1,559,618	$120,418,105
2	CVE	Cenovus Energy Inc.	2,891,599	$71,740,571
3	BP	Bp PLC	942,850	$34,838,307
4	SHEL	Shell plc This page	290,199	$22,502,030

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,502,030	290,199	-29.5%	Shares	Sole	2026-08-14
2026-03-31	$38,293,680	411,760	-38.4%	Shares	Sole	2026-05-15
2025-12-31	$49,138,721	668,736	-31.2%	Shares	Sole	2026-02-17
2025-09-30	$69,576,444	972,689	+21.0%	Shares	Sole	2025-11-14
2025-06-30	$56,620,412	804,153	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$62,614,022	854,449	+24.5%	Shares	Sole	2025-05-15
2024-12-31	$43,000,767	686,365	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$45,745,623	693,641	+35.5%	Shares	Sole	2024-11-14
2024-06-30	$36,959,047	512,040	+10.7%	Shares	Sole	2024-08-14
2024-03-31	$30,995,608	462,345	-30.8%	Shares	Sole	2024-05-15
2023-12-31	$43,977,101	668,345	+31.1%	Shares	Sole	2024-02-14
2023-09-30	$32,823,177	509,835	+153.7%	Shares	Sole	2023-11-14
2023-06-30	$12,135,534	200,986	-40.4%	Shares	Sole	2023-11-28
2023-03-31	$19,402,257	337,196	+41.8%	Shares	Sole	2023-11-28
2022-12-31	$13,539,862	237,750	+128.9%	Shares	Sole	2023-11-28
2022-09-30	$5,167,576	103,850	+134.4%	Shares	Sole	2022-11-14
2022-03-31	$2,433,234	44,297	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.