Mill Capital Management, LLC

Position in SHEL — Shell plc

CIK 1901166 CONCORD, NC

Position in SHEL

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

Position Value

$2,455,071

-$489,495 QoQ

Shares Held

31,662

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#357

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Mill Capital Management, LLC holds $57,370,236 across 4 Oil & Gas Integrated names. SHEL ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	364,490	$49,833,072
2	CVX	Chevron Corp	27,354	$4,534,199
3	SHEL	Shell plc This page	31,662	$2,455,071
4	BP	Bp PLC	14,828	$547,894

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,455,071	31,662	0.0%	Shares	Sole	2026-08-03
2026-03-31	$2,944,566	31,662	-7.5%	Shares	Sole	2026-05-04
2025-12-31	$2,514,338	34,218	0.0%	Shares	Sole	2026-02-11
2025-09-30	$2,447,613	34,218	0.0%	Shares	Sole	2025-10-29
2025-06-30	$2,409,289	34,218	0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,507,495	34,218	+0.4%	Shares	Sole	2025-04-23
2024-12-31	$2,134,234	34,066	-4.9%	Shares	Sole	2025-02-11
2024-09-30	$2,362,526	35,823	0.0%	Shares	Sole	2024-10-29
2024-06-30	$2,585,704	35,823	-6.9%	Shares	Sole	2024-07-31
2024-03-31	$2,580,369	38,490	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,532,642	38,490	0.0%	Shares	Sole	2024-01-30
2023-09-30	$2,477,986	38,490	0.0%	Shares	Sole	2023-10-19
2023-06-30	$2,324,026	38,490	+6.5%	Shares	Sole	2023-07-20
2023-03-31	$2,080,416	36,156	-6.5%	Shares	Sole	2023-05-01
2022-12-31	$2,203,395	38,690	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,925,214	38,690	-5.3%	Shares	Sole	2022-10-18
2022-06-30	$2,136,726	40,863	0.0%	Shares	Sole	2022-07-29
2022-03-31	$2,244,604	40,863	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.