Position in SHEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$162,367,128
-$196,847,604 QoQ
Shares Held
2,093,979
-45.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#32
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,273,201,056 across 13 Oil & Gas Integrated names. SHEL ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
42,583,631 | $2,285,889,308 | |
| 2 | CVE |
Cenovus Energy Inc.
|
32,921,767 | $816,789,036 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
5,337,394 | $729,728,505 | |
| 4 | CVX |
Chevron Corp
|
2,789,090 | $462,319,555 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,807,722 | $314,521,014 | |
| 6 | TTE |
TotalEnergies SE
|
3,212,149 | $249,776,702 | |
| 7 | BP |
Bp PLC
|
6,527,262 | $241,182,328 | |
| 8 | SHEL |
Shell plc
This page
|
2,093,979 | $162,367,128 |
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,367,128 | 2,093,979 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $359,214,732 | 3,862,524 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $137,920,192 | 1,876,976 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $114,939,049 | 1,606,865 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $141,467,697 | 2,009,199 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $47,280,985 | 645,210 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $44,295,612 | 707,033 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $44,987,459 | 682,145 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $93,501,174 | 1,295,389 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $56,536,706 | 843,328 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $32,563,957 | 494,893 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $36,799,091 | 571,592 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $35,063,690 | 580,717 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $43,306,213 | 752,628 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $30,537,328 | 536,213 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $77,673,169 | 1,560,956 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $84,529,450 | 1,616,551 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $40,266,653 | 733,054 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||