Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$400,106
-$79,774 QoQ
Shares Held
5,160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#907
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $29,137,897 across 4 Oil & Gas Integrated names. SHEL ranks #4 (1.4% 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 | $400,106 | 5,160 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $479,880 | 5,160 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $379,156 | 5,160 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $386,977 | 5,410 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $380,918 | 5,410 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $359,804 | 4,910 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $301,847 | 4,818 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $275,868 | 4,183 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $446,288 | 6,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $423,625 | 6,319 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $420,988 | 6,398 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $319,196 | 4,958 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $299,364 | 4,958 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $285,283 | 4,958 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $282,358 | 4,958 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $246,710 | 4,958 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $314,158 | 6,008 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $330,019 | 6,008 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||