Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,287,474
-$196,713 QoQ
Shares Held
16,604
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#501
of 1,527 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $35,723,952 across 6 Oil & Gas Integrated names. SHEL ranks #3 (3.6% 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 | $1,287,474 | 16,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,484,187 | 15,959 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,175,606 | 15,999 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,065,868 | 14,901 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $916,315 | 13,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $886,907 | 12,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $944,448 | 15,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $803,468 | 12,183 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $789,865 | 10,943 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $783,295 | 11,684 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $678,134 | 10,306 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $597,060 | 9,274 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $431,898 | 7,153 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $398,579 | 6,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $394,834 | 6,933 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $329,479 | 6,301 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $322,109 | 5,864 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||