Position in SHEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$238,125
-$451,284 QoQ
Shares Held
3,071
-58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,150
of 1,527 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plancorp, LLC holds $12,161,685 across 5 Oil & Gas Integrated names. SHEL ranks #5 (2.0% 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 | $238,125 | 3,071 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $689,409 | 7,413 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $544,707 | 7,413 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $535,258 | 7,483 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $526,878 | 7,483 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $549,893 | 7,504 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $493,503 | 7,483 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $540,122 | 7,483 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $501,727 | 7,484 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $474,023 | 7,204 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $573,625 | 8,910 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $536,597 | 8,887 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $511,357 | 8,887 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $506,114 | 8,887 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $442,217 | 8,887 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $464,648 | 8,886 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||