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Nelson Capital Management, LLC

Position in SHEL — Shell plc

CIK 1512611 MENLO PARK, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$2,788,260
-$564,297 QoQ
Shares Held
35,959
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#336
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026

Nelson Capital Management, LLC holds $9,649,903 across 4 Oil & Gas Integrated names. SHEL ranks #3 (28.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHEL
Shell plc
This page
35,959 $2,788,260

All Filings in SHEL

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,788,260 35,959
2026-03-31 $3,352,557 36,049
2025-12-31 $2,591,639 35,270
2025-09-30 $2,506,196 35,037
2025-06-30 $2,483,571 35,273
2025-03-31 $2,595,504 35,419
2024-12-31 $2,252,580 35,955
2024-09-30 $2,421,947 36,724
2024-06-30 $2,615,442 36,235
2024-03-31 $5,218,728 77,845
2023-12-31 $5,256,235 79,882
2023-09-30 $5,345,922 83,037
2023-06-30 $5,105,068 84,549
2023-03-31 $5,051,551 87,792
2022-12-31 $5,281,429 92,738
2022-09-30 $4,696,995 94,393
2022-06-30 $5,046,873 96,517
2022-03-31 $2,722,935 49,571