Position in SHEL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,333,843
-$194,612 QoQ
Shares Held
17,202
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#493
of 1,527 holders
Holding Since
Mar 2022
16 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, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $127,595,660 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.0% of the industry book) .
All Filings in SHEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,843 | 17,202 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,528,455 | 16,435 | Shares | Sole | 2026-04-01 | |
| 2025-06-30 | $984,965 | 13,989 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,670,857 | 22,801 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,378,989 | 22,011 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $1,446,943 | 21,940 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,631,484 | 22,603 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $992,393 | 14,803 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $964,430 | 14,657 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $944,454 | 14,670 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $885,774 | 14,670 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $931,630 | 16,191 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $890,356 | 15,634 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $804,768 | 16,173 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $861,320 | 16,472 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $905,301 | 16,481 | Shares | Sole | 2022-04-04 | |
| No filing history on record for this holder in this stock. | ||||||