Position in SHEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,992,068
-$997,754 QoQ
Shares Held
51,484
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#288
of 1,527 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $22,319,824 across 6 Oil & Gas Integrated names. SHEL ranks #2 (17.9% of the industry book) .
All Filings in SHEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,992,068 | 51,484 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $4,989,822 | 53,654 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $5,351,547 | 72,830 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,450,298 | 76,196 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,533,169 | 78,585 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,564,150 | 75,930 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $5,046,770 | 80,555 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||