National Philanthropic Trust

Position in SHEL — Shell plc

CIK 1785342 Jenkintown, PA

Position in SHEL

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

Position Value

$665,835

-$85,512 QoQ

Shares Held

8,587

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#701

of 1,523 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

National Philanthropic Trust holds $11,333,081 across 5 Oil & Gas Integrated names. SHEL ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	38,666	$6,409,276
2	XOM	ExxonMobil Holdings Corp	28,114	$3,843,746
3	SHEL	Shell plc This page	8,587	$665,835
4	SU	Suncor Energy Inc	3,866	$207,526
5	BP	Bp PLC	5,594	$206,698

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,835	8,587	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$751,347	8,079	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$591,587	8,051	+0.4%	Shares	Sole	2026-05-15
2025-09-30	$573,312	8,015	+12.9%	Shares	Sole	2026-05-15
2025-06-30	$499,981	7,101	+0.5%	Shares	Sole	2026-05-15
2025-03-31	$517,869	7,067	+0.5%	Shares	Sole	2026-05-15
2024-12-31	$440,554	7,032	+0.5%	Shares	Sole	2026-05-15
2024-09-30	$461,254	6,994	-12.1%	Shares	Sole	2026-05-15
2024-06-30	$574,552	7,960	-13.3%	Shares	Sole	2026-05-15
2024-03-31	$615,628	9,183	-9.5%	Shares	Sole	2026-05-15
2023-12-31	$667,738	10,148	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.