SHEL

Shell plc

StockEnergyOil & Gas IntegratedGB$304B market cap

$99.08

▲ +0.5% today

+39.6% YTD

As of Nov 13, 2026Delayed

−0.1%

IWD+0.2%

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Portfolio

CompareS&P 500

Nov 13, 2026 · SHEL total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesSHELS&P 500 · VOO

Held by ETFs: $1.4B; across covered funds’ reported holdings
Share of the company: ≈0.5%; of Shell held through ETFs
Reported holding in: 27 ETFs; among the portfolios we cover
Built on SHEL alone: 0 ETFs; […]
Most per dollar · basket: DFIV 3.4%; $34 of every $1,000
Biggest holder: DFIV $765M; of SHEL, 3.4% of the fund

Every ETF Theme Built Around SHEL

YTD

Heaviest SHEL Baskets

YTD

$34per $1,000 in DFIV

DFIV3.4%+16.5%EIPI2.7%+20.0%AVIV2.0%+14.1%JHMD1.5%+9.8%INCM1.1%+7.9%DFIC1.0%+11.5%

Corner: SHEL weight · SHEL is the biggest slice

SHEL Through Other ETFs

YTD

$9per $1,000 in AVNV

AVNV0.9%+11.3%AVNM0.8%+11.2%

Corner: SHEL weight · held through other ETFs

End-of-day Nov 13, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in SHEL Sits

Today

93%in International funds

International $1.3BIncome $63MUS Stock Styles $15MOther

Open in desk

More of It

Most SHEL per $1,000

Today

$966of SHEL per $1,000 in SHEH, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1SHEHShell plc ADRhedgedADR hedged$966+39.4%Open

2BBLS

$13M

Sectors $5M

DFIV$765M · 3.4%AVDE$178M · 0.9%DFIC$161M · 1.0%DFAXAVIV$42M · 2.0%10 more$62MEIPI INCM1 morePJFV, FBCV, …HAP, PPI, …CSEN, PWER

Tile size = dollars of SHEL held% = SHEL’s weight in the fund

End-of-day Nov 13, 2026 · $1.4B across covered funds reporting SHEL holdings

Munificent Seven ETF

Harbor

$79

—

Open

3LOEVHarding Loevner International Developed Markets Select Equity ETFHarding Loevner$47—Open

4PJFVPGIM Jennison Focused Value ETFPGIM$36+22.7%Open

5PJINPGIM Jennison International Core Equity ETFPGIM$36—Open

6DFIVDimensional International Value ETFDimensional$34+16.5%Open

7PWERNomura Energy Transition ETFNomura$34+23.8%Open

8CSENCohen & Steers Future of Energy Active ETFCohenSteers$30—Open

9LCIVLogan Capital International ETFLogan$29—Open

10EIPIFT Energy Income Partners Enhanced Income ETFFirst Trust$27+20.0%Open

End-of-day Nov 13, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding SHEL

Today

$34in DFIV, the heaviest basket

FundPer $1,000YTD

DFIV$34+16.5%

EIPI$27+20.0%

AVIV$20+14.1%

JHMD$15+9.8%

INCM$11+7.9%

DFIC$10+11.5%

End-of-day Nov 13, 2026 · bars run to $200

Income from It

Income Strategies Holding SHEL

YTD

$63Mof SHEL held by 3 income funds · EIPI is the largest

StrategyFundNameSHEL per $1,000YieldYTDAssets

Income basketEIPIFT Energy Income Partners Enhanced Income ETF$276.7%+20.0%$1.1B

On $10KEIPI $666/yr

End-of-day Nov 13, 2026 · $63M = income covered funds reporting SHEL holdings · trailing yield

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Shell plc

Where the Money Sits

More of It

Income from It