CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in SHEL — Shell plc

CIK 1034642 PASADENA, CA

Position in SHEL

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$872,014

-$182,234 QoQ

Shares Held

11,246

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#609

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Energy · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $95,276,559 across 4 Oil & Gas Integrated names. SHEL ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	305,061	$50,566,911
2	XOM	ExxonMobil Holdings Corp	286,015	$39,103,970
3	BP	Bp PLC	128,110	$4,733,664
4	SHEL	Shell plc This page	11,246	$872,014

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,014	11,246	-0.8%	Shares	Sole	2026-08-20
2026-03-31	$1,054,248	11,336	0.0%	Shares	Sole	2026-05-06
2025-12-31	$832,969	11,336	-9.6%	Shares	Sole	2026-02-11
2025-09-30	$896,700	12,536	-12.1%	Shares	Sole	2025-11-12
2025-06-30	$1,004,117	14,261	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$1,052,960	14,369	0.0%	Shares	Sole	2025-05-06
2024-12-31	$900,217	14,369	-1.6%	Shares	Sole	2025-02-05
2024-09-30	$963,199	14,605	-8.7%	Shares	Sole	2024-11-14
2024-06-30	$1,154,952	16,001	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$1,080,282	16,114	-1.1%	Shares	Sole	2024-04-17
2023-12-31	$1,072,013	16,292	-1.6%	Shares	Sole	2024-02-06
2023-09-30	$1,065,939	16,557	0.0%	Shares	Sole	2023-11-13
2023-06-30	$999,711	16,557	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$953,667	16,574	+8.2%	Shares	Sole	2023-05-05
2022-12-31	$872,189	15,315	0.0%	Shares	Sole	2023-02-03
2022-09-30	$762,074	15,315	-4.7%	Shares	Sole	2022-11-07
2022-06-30	$840,300	16,070	-3.6%	Shares	Sole	2022-08-04
2022-03-31	$915,243	16,662	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.