SHEL — SHELL PLC

Ownership history in FORA Capital, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in SHELL PLC (SHEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2025 Q3)
Avg. % of fund
0.08%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,897 +4,938 +71.0% 0.15% $851K $70.20
2024 Q1 ADDED 6,959 +1,971 +39.5% 0.04% $467K $61.92
2022 Q4 INITIATED 4,988 — — 0.05% $284K —
% of Fund (quarterly)    SHEL price (monthly, adj. close)

Other funds also holding SHEL

As of 2025 Q4 — sorted by position size

Standard Investments LLC 3Y 7Y 12.34% Foresight Global Investors, Inc. 5.9% Empyrean Capital Partners, LP 3Y 7Y 4.35% Connective Portfolio Management, LLC 3Y 4.0% PENN DAVIS MCFARLAND INC 3Y 7Y 3.53% Mawer Investment Management Ltd. 3Y 7Y 3.32% American Assets Investment Management, LLC 3Y 7Y 3.3% Eastover Investment Advisors LLC 3Y 7Y 3.28% INTREPID FAMILY OFFICE LLC 3Y 3.17% Eldred Rock Partners, LLC 3.15%
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