Position in SHEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$651,180
-$112,722 QoQ
Shares Held
8,398
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#714
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $29,490,207 across 4 Oil & Gas Integrated names. SHEL ranks #3 (2.2% 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 | $651,180 | 8,398 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $763,902 | 8,214 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $623,624 | 8,487 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $664,441 | 9,289 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $649,672 | 9,227 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $688,684 | 9,398 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $621,550 | 9,921 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $597,638 | 9,062 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $604,217 | 8,371 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $543,359 | 8,105 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $529,228 | 8,043 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $489,545 | 7,604 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $458,404 | 7,592 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $436,383 | 7,584 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $428,832 | 7,530 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $413,953 | 8,319 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $434,686 | 8,313 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $342,488 | 6,235 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||