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Ballentine Partners, LLC

Position in SHEL — Shell plc

CIK 1374889 Waltham, MA

Position in SHEL

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$1,200,163
-$197,069 QoQ
Shares Held
15,478
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#523
of 1,523 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Ballentine Partners, LLC holds $11,042,435 across 10 Oil & Gas Integrated names. SHEL ranks #2 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHEL
Shell plc
This page
15,478 $1,200,163

All Filings in SHEL

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,200,163 15,478
2026-03-31 $1,397,232 15,024
2025-12-31 $981,839 13,362
2025-09-30 $1,079,459 15,091
2025-06-30 $1,210,769 17,196
2025-03-31 $1,108,139 15,122
2024-12-31 $758,252 12,103
2024-09-30 $927,322 14,061
2024-06-30 $819,098 11,348
2024-03-31 $673,416 10,045
2023-12-31 $654,446 9,946
2023-09-30 $385,120 5,982
2023-06-30 $332,149 5,501
2022-03-31 $202,581 3,688