Cresset Asset Management, LLC

Position in SHEL — Shell plc

CIK 1761013 Chicago, IL

Position in SHEL

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

Position Value

$1,177,367

-$387,079 QoQ

Shares Held

15,184

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#529

of 1,523 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Energy · as of Jun 30, 2026

Cresset Asset Management, LLC holds $102,773,776 across 7 Oil & Gas Integrated names. SHEL ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	325,585	$53,968,969
2	XOM	ExxonMobil Holdings Corp	333,594	$45,608,971
3	BP	Bp PLC	37,486	$1,385,107
4	SHEL	Shell plc This page	15,184	$1,177,367
5	CVE	Cenovus Energy Inc.	10,591	$262,762
6	TTE	TotalEnergies SE	2,641	$205,364
7	PBR	Petrobras - Petroleo Brasileiro SA	10,225	$165,236

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,177,367	15,184	-9.7%	Shares	Sole	2026-08-14
2026-03-31	$1,564,446	16,822	+25.8%	Shares	Sole	2026-05-15
2025-12-31	$982,207	13,367	-7.2%	Shares	Sole	2026-02-17
2025-09-30	$1,030,818	14,411	+0.8%	Shares	Sole	2026-01-22
2025-06-30	$1,006,651	14,297	-76.7%	Shares	Sole	2026-01-22
2025-03-31	$4,494,262	61,330	+66.4%	Shares	Sole	2025-05-13
2024-12-31	$2,309,153	36,858	-90.0%	Shares	Sole	2025-02-14
2024-09-30	$24,210,112	367,098	+2.3%	Shares	Defined	2024-11-14
2024-06-30	$25,897,605	358,792	+3.1%	Shares	Defined	2024-08-14
2024-03-31	$23,339,036	348,136	+3.4%	Shares	Defined	2024-05-15
2023-12-31	$22,148,411	336,602	+2.8%	Shares	Defined	2024-02-14
2023-09-30	$21,087,990	327,555	+11.9%	Shares	Defined	2023-11-14
2023-06-30	$17,667,248	292,601	+2642.3%	Shares	Defined	2023-08-14
2022-09-30	$530,939	10,670	+80.5%	Shares	Sole	2022-11-14
2022-06-30	$309,033	5,910	-23.6%	Shares	Sole	2022-08-15
2022-03-31	$424,938	7,736	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.