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MTM Investment Management, LLC

Position in SHEL — Shell plc

CIK 1831416 SPARTANBURG, SC

Position in SHEL

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$167,796
-$32,991 QoQ
Shares Held
2,164
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,248
of 1,527 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

MTM Investment Management, LLC holds $8,870,391 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
2,164 $167,796

All Filings in SHEL

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $167,796 2,164
2026-03-31 $200,787 2,159
2025-12-31 $158,349 2,155
2025-09-30 $153,789 2,150
2025-06-30 $151,029 2,145