Ethic Inc.

Position in SHEL — Shell plc

CIK 1780570 NEW YORK, NY

Position in SHEL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,222,495

+$13,123 QoQ

Shares Held

15,766

+21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#519

of 1,527 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Energy · as of Jun 30, 2026

Ethic Inc. holds $25,786,786 across 7 Oil & Gas Integrated names. SHEL ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	108,599	$14,847,655
2	CVX	Chevron Corp	45,388	$7,523,514
3	SHEL	Shell plc This page	15,766	$1,222,495
4	BP	Bp PLC	24,120	$891,234
5	NFG	National Fuel Gas Co	7,162	$552,978
6	EQNR	Equinor ASA	15,098	$474,077
7	E	Eni Spa	5,865	$274,833

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,222,495	15,766	+21.2%	Shares	Sole	2026-07-29
2026-03-31	$1,209,372	13,004	+8.3%	Shares	Sole	2026-04-27
2025-12-31	$882,421	12,009	+10.9%	Shares	Sole	2026-02-03
2025-09-30	$774,383	10,826	+11.8%	Shares	Sole	2025-10-17
2025-06-30	$681,920	9,685	+33.8%	Shares	Sole	2025-07-30
2025-03-31	$530,547	7,240	+17.8%	Shares	Sole	2025-05-13
2024-12-31	$385,109	6,147	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$432,763	6,562	+0.8%	Shares	Sole	2024-11-13
2024-06-30	$469,819	6,509	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$439,916	6,562	+12.0%	Shares	Sole	2024-05-13
2023-12-31	$385,456	5,858	+14.9%	Shares	Sole	2024-02-14
2023-09-30	$328,144	5,097	+19.7%	Shares	Sole	2023-11-14
2023-06-30	$257,037	4,257	+3.3%	Shares	Sole	2023-08-14
2023-03-31	$237,122	4,121	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.