Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$794,862
New position
Shares Held
10,251
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#641
of 1,523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 3%
None 0%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Evelyn Partners Group Ltd holds $52,721,906 across 9 Oil & Gas Integrated names. SHEL ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTE |
TotalEnergies SE
|
436,468 | $33,939,750 | |
| 2 | CVX |
Chevron Corp
|
101,862 | $16,884,644 | |
| 3 | SHEL |
Shell plc
This page
|
10,251 | $794,862 | |
| 4 | XOM |
ExxonMobil Holdings Corp
|
4,466 | $610,591 | |
| 5 | SU |
Suncor Energy Inc
|
5,200 | $279,136 | |
| 6 | BP |
Bp PLC
|
2,639 | $97,510 | |
| 7 | IMO |
Imperial Oil Ltd
|
630 | $70,572 | |
| 8 | CVE |
Cenovus Energy Inc.
|
1,384 | $34,337 |
All Filings in SHEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,862 | 10,251 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||