Position in SHEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$739,886
-$147,520 QoQ
Shares Held
9,542
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 1,523 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Choate Investment Advisors holds $31,716,685 across 6 Oil & Gas Integrated names. SHEL ranks #4 (2.3% of the industry book) .
All Filings in SHEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,886 | 9,542 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $887,406 | 9,542 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $735,828 | 10,014 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $585,830 | 8,190 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $572,222 | 8,127 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $595,546 | 8,127 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $469,875 | 7,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $225,812 | 3,424 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $505,332 | 7,001 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $476,051 | 7,101 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $467,245 | 7,101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $485,553 | 7,542 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||