SAGE RHINO CAPITAL LLC

Position in SHEL — Shell plc

CIK 1771605 MENLO PARK, CA

Position in SHEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$967,854

-$209,061 QoQ

Shares Held

12,482

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#582

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $3,344,227 across 5 Oil & Gas Integrated names. SHEL ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	7,431	$1,015,966
2	SHEL	Shell plc This page	12,482	$967,854
3	TTE	TotalEnergies SE	6,353	$494,009
4	CVX	Chevron Corp	2,915	$483,190
5	BP	Bp PLC	10,371	$383,208

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,854	12,482	-1.4%	Shares	Sole	2026-08-03
2026-03-31	$1,176,915	12,655	-1.2%	Shares	Sole	2026-04-28
2025-12-31	$940,837	12,804	-3.4%	Shares	Sole	2026-01-30
2025-09-30	$948,559	13,261	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$934,692	13,275	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$971,253	13,254	-1.3%	Shares	Sole	2025-05-01
2024-12-31	$841,201	13,427	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$900,349	13,652	+0.2%	Shares	Sole	2024-11-01
2024-06-30	$983,380	13,624	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$908,392	13,550	+0.5%	Shares	Sole	2024-04-26
2023-12-31	$886,918	13,479	-0.3%	Shares	Sole	2024-02-05
2023-09-30	$870,610	13,523	-0.2%	Shares	Sole	2023-10-26
2023-06-30	$818,390	13,554	+2.0%	Shares	Sole	2023-07-31
2023-03-31	$764,764	13,291	+2.9%	Shares	Sole	2023-04-21
2022-12-31	$735,566	12,916	+2.8%	Shares	Sole	2023-02-01
2022-09-30	$625,333	12,567	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$662,462	12,669	+3.8%	Shares	Sole	2022-07-28
2022-03-31	$670,255	12,202	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.