West Branch Capital LLC

Position in SHEL — Shell plc

CIK 1738723 AMHERST, MA

Position in SHEL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$88,318

-$45,509 QoQ

Shares Held

1,139

-20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,290

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

West Branch Capital LLC holds $9,811,740 across 5 Oil & Gas Integrated names. SHEL ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	42,207	$5,770,541
2	CVX	Chevron Corp	23,424	$3,882,762
3	SHEL	Shell plc This page	1,139	$88,318
4	BP	Bp PLC	1,601	$59,156
5	NFG	National Fuel Gas Co	142	$10,963

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,318	1,139	-20.8%	Shares	Sole	2026-07-10
2026-03-31	$133,827	1,439	0.0%	Shares	Sole	2026-04-14
2025-12-31	$105,737	1,439	0.0%	Shares	Sole	2026-01-16
2025-09-30	$102,931	1,439	0.0%	Shares	Sole	2025-10-21
2025-06-30	$101,319	1,439	0.0%	Shares	Sole	2025-07-16
2025-03-31	$105,449	1,439	0.0%	Shares	Sole	2025-04-16
2024-12-31	$90,153	1,439	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$95,363	1,446	+11.2%	Shares	Sole	2024-10-18
2024-06-30	$93,834	1,300	0.0%	Shares	Sole	2024-07-26
2024-03-31	$87,152	1,300	0.0%	Shares	Sole	2024-04-24
2023-12-31	$85,540	1,300	0.0%	Shares	Sole	2024-01-19
2023-09-30	$83,694	1,300	0.0%	Shares	Sole	2023-10-20
2023-06-30	$78,494	1,300	0.0%	Shares	Sole	2023-08-07
2023-03-31	$74,802	1,300	0.0%	Shares	Sole	2023-04-20
2022-12-31	$74,035	1,300	0.0%	Shares	Sole	2023-01-27
2022-09-30	$64,688	1,300	-2.3%	Shares	Sole	2022-10-19
2022-06-30	$69,597	1,331	+2.4%	Shares	Sole	2022-07-28
2022-03-31	$71,409	1,300	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.