Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,001,196
-$202,224 QoQ
Shares Held
12,912
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#576
of 1,523 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Family Manage LLC holds $4,020,410 across 6 Oil & Gas Integrated names. SHEL ranks #1 (24.9% 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 | $1,001,196 | 12,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,203,420 | 12,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,180,413 | 70,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,934,711 | 68,988 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,661,705 | 66,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,283 | 3,934 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $262,415 | 3,979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,026,037 | 69,632 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $255,690 | 3,814 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $250,961 | 3,814 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,614 | 4,017 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $239,346 | 3,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,088 | 3,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $225,749 | 3,964 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $207,277 | 3,964 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $215,819 | 3,929 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||