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Canopy Partners, LLC

Position in SHEL — Shell plc

CIK 1960860 CINCINNATI, OH

Position in SHEL

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$368,547
-$68,925 QoQ
Shares Held
4,753
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#944
of 1,523 holders
Holding Since
Dec 2023
11 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

Canopy Partners, LLC holds $2,710,697 across 4 Oil & Gas Integrated names. SHEL ranks #4 (13.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SHEL
Shell plc
This page
4,753 $368,547

All Filings in SHEL

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $368,547 4,753
2026-03-31 $437,472 4,704
2025-12-31 $339,404 4,619
2025-09-30 $339,552 4,747
2025-06-30 $317,760 4,513
2025-03-31 $323,164 4,410
2024-12-31 $280,296 4,474
2024-09-30 $295,060 4,474
2024-06-30 $322,933 4,474
2024-03-31 $299,936 4,474
2023-12-31 $220,627 3,353