Envestnet Portfolio Solutions, Inc.

Position in SHEL — Shell plc

CIK 1998033 BERWYN, PA

Position in SHEL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$791,916

-$70,380 QoQ

Shares Held

10,213

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#642

of 1,523 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $28,850,936 across 6 Oil & Gas Integrated names. SHEL ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	141,372	$23,433,822
2	TTE	TotalEnergies SE	27,608	$2,146,798
3	SU	Suncor Energy Inc	36,079	$1,936,720
4	SHEL	Shell plc This page	10,213	$791,916
5	BP	Bp PLC	7,913	$292,385
6	E	Eni Spa	5,320	$249,295

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$791,916	10,213	+10.1%	Shares	Sole	2026-07-20
2026-03-31	$862,296	9,272	-38.6%	Shares	Sole	2026-04-29
2025-12-31	$1,110,135	15,108	+13.4%	Shares	Sole	2026-02-06
2025-09-30	$953,065	13,324	-23.9%	Shares	Sole	2025-10-30
2025-06-30	$1,233,090	17,513	-1.8%	Shares	Sole	2025-07-25
2025-03-31	$1,306,435	17,828	-60.4%	Shares	Sole	2025-04-21
2024-12-31	$2,823,134	45,062	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$2,963,199	44,931	-14.7%	Shares	Sole	2024-10-31
2024-06-30	$3,804,174	52,704	+9.0%	Shares	Sole	2024-07-16
2024-03-31	$3,240,914	48,343	-1.5%	Shares	Sole	2024-05-06
2023-12-31	$3,227,884	49,056	+1.7%	Shares	Sole	2024-02-07
2023-09-30	$3,104,725	48,225	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.