GRANDFIELD & DODD, LLC

Position in SHEL — Shell plc

CIK 1308016 NEW YORK, NY

Position in SHEL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$19,034,053

-$3,724,814 QoQ

Shares Held

245,474

+0.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#121

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Energy · as of Jun 30, 2026

GRANDFIELD & DODD, LLC holds $53,330,007 across 5 Oil & Gas Integrated names. SHEL ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	116,669	$19,339,053
2	SHEL	Shell plc This page	245,474	$19,034,053
3	XOM	ExxonMobil Holdings Corp	102,931	$14,072,726
4	BP	Bp PLC	15,431	$570,175
5	EQNR	Equinor ASA	10,000	$314,000

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,034,053	245,474	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$22,758,867	244,719	-0.8%	Shares	Sole	2026-05-07
2025-12-31	$18,121,196	246,614	-3.7%	Shares	Sole	2026-02-10
2025-09-30	$18,312,252	256,008	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$17,735,363	251,887	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$18,634,078	254,286	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$15,889,167	253,618	-0.3%	Shares	Sole	2025-02-06
2024-09-30	$16,769,436	254,275	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$18,380,781	254,652	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$17,117,323	255,330	-0.4%	Shares	Sole	2024-05-06
2023-12-31	$16,876,186	256,477	+2.7%	Shares	Sole	2024-01-31
2023-09-30	$16,077,037	249,721	+2.4%	Shares	Sole	2023-10-26
2023-06-30	$14,725,776	243,885	-2.3%	Shares	Sole	2023-08-08
2023-03-31	$14,361,984	249,600	-0.2%	Shares	Sole	2023-04-28
2022-12-31	$14,240,917	250,060	+2.4%	Shares	Sole	2023-01-20
2022-09-30	$12,151,690	244,206	+2.1%	Shares	Sole	2022-11-04
2022-06-30	$12,502,329	239,096	+5.1%	Shares	Sole	2022-08-01
2022-03-31	$12,499,815	227,559	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.