FIDELIS CAPITAL PARTNERS, LLC

Position in SHEL — Shell plc

CIK 1962755 TAMPA, FL

Position in SHEL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$925,439

-$210,649 QoQ

Shares Held

11,935

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#592

of 1,523 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $23,616,371 across 6 Oil & Gas Integrated names. SHEL ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	112,856	$15,429,672
2	CVX	Chevron Corp	36,536	$6,056,207
3	SHEL	Shell plc This page	11,935	$925,439
4	SU	Suncor Energy Inc	8,817	$473,296
5	BP	Bp PLC	9,913	$366,285
6	TTE	TotalEnergies SE	4,700	$365,472

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$925,439	11,935	-2.3%	Shares	Sole	2026-08-13
2026-03-31	$1,136,088	12,216	-6.5%	Shares	Sole	2026-05-06
2025-12-31	$960,016	13,065	+5.3%	Shares	Sole	2026-02-09
2025-09-30	$887,472	12,407	+14.6%	Shares	Sole	2025-11-03
2025-06-30	$762,117	10,824	+2.6%	Shares	Sole	2025-08-07
2025-03-31	$773,104	10,550	+8.2%	Shares	Sole	2025-05-01
2024-12-31	$611,025	9,753	-45.9%	Shares	Sole	2025-02-06
2024-09-30	$1,189,012	18,029	+8.4%	Shares	Sole	2024-10-25
2024-06-30	$1,200,136	16,627	+34.0%	Shares	Sole	2024-08-13
2024-03-31	$831,631	12,405	+110.9%	Shares	Sole	2024-05-06
2023-12-31	$387,035	5,882	+42.8%	Shares	Sole	2024-01-31
2023-09-30	$265,116	4,118	+16.6%	Shares	Sole	2023-11-08
2023-06-30	$213,322	3,533	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.