Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$854,568
-$123,885 QoQ
Shares Held
11,021
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#615
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $159,084,776 across 3 Oil & Gas Integrated names. SHEL ranks #3 (0.5% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,568 | 11,021 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $978,453 | 10,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $828,707 | 11,278 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $804,569 | 11,248 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $795,633 | 11,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $746,796 | 10,191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $983,855 | 15,704 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $679,021 | 10,296 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $749,156 | 10,379 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $673,215 | 10,042 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $712,614 | 10,830 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $716,485 | 11,129 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $671,969 | 11,129 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $640,362 | 11,129 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $633,796 | 11,129 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $553,779 | 11,129 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $554,430 | 10,603 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $582,422 | 10,603 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||