KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in SHEL — Shell plc
CIK 1021223
LOS ANGELES, CA
Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$559,063
-$102,353 QoQ
Shares Held
7,210
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#773
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $34,958,551 across 8 Oil & Gas Integrated names. SHEL ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTE |
TotalEnergies SE
|
385,732 | $29,994,520 | |
| 2 | CVE |
Cenovus Energy Inc.
|
66,164 | $1,641,528 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
7,667 | $1,048,232 | |
| 4 | EQNR |
Equinor ASA
|
26,153 | $821,204 | |
| 5 | SHEL |
Shell plc
This page
|
7,210 | $559,063 | |
| 6 | CVX |
Chevron Corp
|
2,962 | $490,981 | |
| 7 | BP |
Bp PLC
|
10,116 | $373,786 | |
| 8 | IMO |
Imperial Oil Ltd
|
261 | $29,237 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,063 | 7,210 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $661,416 | 7,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $554,333 | 7,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,770 | 8,301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $567,363 | 8,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $667,507 | 9,109 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $594,799 | 9,494 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $646,441 | 9,802 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $723,965 | 10,030 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $688,232 | 10,266 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $707,942 | 10,759 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $702,965 | 10,919 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $652,587 | 10,808 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $591,453 | 10,279 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $592,621 | 10,406 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $713,906 | 14,347 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $748,426 | 14,313 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $798,956 | 14,545 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||