Position in SHEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$683,360
+$18,317 QoQ
Shares Held
8,813
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 1,527 holders
Holding Since
Sep 2023
12 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, 2026Crestwood Advisors Group, LLC holds $37,615,310 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.8% 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 | $683,360 | 8,813 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $665,043 | 7,151 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $477,840 | 6,503 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $460,009 | 6,431 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $939,339 | 13,341 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,057,503 | 14,431 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $712,267 | 11,369 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $647,167 | 9,813 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $405,435 | 5,617 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $384,139 | 5,730 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $366,045 | 5,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $356,021 | 5,530 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||