Position in SHEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$741,049
+$20,020 QoQ
Shares Held
9,557
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#663
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $107,056,147 across 6 Oil & Gas Integrated names. SHEL ranks #3 (0.7% of the industry book) .
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,049 | 9,557 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $721,029 | 7,753 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $575,789 | 7,836 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $560,509 | 7,836 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $551,732 | 7,836 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $574,222 | 7,836 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $490,925 | 7,836 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $516,784 | 7,836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $730,461 | 10,120 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $672,545 | 10,032 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $672,410 | 10,219 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $658,092 | 10,222 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $605,913 | 10,035 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $578,564 | 10,055 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $583,224 | 10,241 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $415,894 | 8,358 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $447,497 | 8,558 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||