LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in SHEL — Shell plc

CIK 897599 BETHESDA, MD

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,613,896

+$591,896 QoQ

Shares Held

72,400

+34.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#240

of 1,523 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $68,292,703 across 6 Oil & Gas Integrated names. SHEL ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	252,750	$34,555,980
2	CVX	Chevron Corp	72,140	$11,957,926
3	TTE	TotalEnergies SE	151,400	$11,772,864
4	SHEL	Shell plc This page	72,400	$5,613,896
5	BP	Bp PLC	74,700	$2,760,165
6	SU	Suncor Energy Inc	30,400	$1,631,872

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,613,896	72,400	+34.1%	Shares	Sole	2026-08-12
2026-03-31	$5,022,000	54,000	-46.4%	Shares	Sole	2026-05-07
2025-12-31	$7,399,436	100,700	+241.7%	Shares	Sole	2026-02-05
2025-09-30	$2,107,989	29,470	-39.2%	Shares	Sole	2025-10-30
2025-06-30	$3,414,180	48,490	-62.4%	Shares	Sole	2025-08-04
2025-03-31	$9,452,387	128,990	+5.7%	Shares	Sole	2025-05-12
2024-12-31	$7,645,179	122,030	+266.1%	Shares	Sole	2025-01-27
2024-09-30	$2,198,113	33,330	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$2,576,826	35,700	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.