GW&K Investment Management, LLC

Position in SHEL — Shell plc

CIK 1082917 BOSTON, MA

Position in SHEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$69,863

-$16,441 QoQ

Shares Held

901

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,309

of 1,527 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GW&K Investment Management, LLC holds $1,903,611 across 8 Oil & Gas Integrated names. SHEL ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	10,059	$1,375,266
2	CVX	Chevron Corp	2,269	$376,109
3	SHEL	Shell plc This page	901	$69,863
4	TTE	TotalEnergies SE	413	$32,114
5	NFG	National Fuel Gas Co	272	$21,001
6	BP	Bp PLC	462	$17,070
7	E	Eni Spa	173	$8,106
8	EQNR	Equinor ASA	130	$4,082

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,863	901	-2.9%	Shares	Sole	2026-08-12
2026-03-31	$86,304	928	+13.9%	Shares	Sole	2026-05-13
2025-12-31	$59,886	815	0.0%	Shares	Sole	2026-02-11
2025-09-30	$58,296	815	0.0%	Shares	Sole	2025-11-12
2025-06-30	$57,384	815	0.0%	Shares	Sole	2025-08-11
2025-03-31	$59,723	815	0.0%	Shares	Sole	2025-05-05
2024-12-31	$51,059	815	0.0%	Shares	Sole	2025-02-05
2024-09-30	$53,749	815	0.0%	Shares	Sole	2024-11-07
2024-06-30	$58,826	815	0.0%	Shares	Sole	2024-08-12
2024-03-31	$54,637	815	+149.2%	Shares	Sole	2024-05-08
2023-12-31	$21,516	327	0.0%	Shares	Sole	2024-02-09
2023-09-30	$21,052	327	-4.1%	Shares	Sole	2023-11-09
2023-06-30	$20,589	341	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.