Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$318,394,592
-$76,620,862 QoQ
Shares Held
4,106,198
-3.3% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
27.55%
of 13F equity value
Holder Rank
#15
of 1,527 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WGI DM, LLC holds $318,394,592 across 1 Oil & Gas Integrated name. SHEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHEL |
Shell plc
This page
|
4,106,198 | $318,394,592 |
All Filings in SHEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,394,592 | 4,106,198 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $395,015,454 | 4,247,478 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $327,228,630 | 4,453,302 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $314,774,703 | 4,400,597 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $255,421,639 | 3,627,633 | Shares | Sole | 2025-12-18 | |
| 2025-03-31 | $233,926,028 | 3,192,222 | Shares | Sole | 2025-12-18 | |
| No filing history on record for this holder in this stock. | ||||||