Robertson Stephens Wealth Management, LLC

Position in SHEL — Shell plc

CIK 1767307 San Francisco, CA

Position in SHEL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$424,686

-$91,092 QoQ

Shares Held

5,477

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#890

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Energy · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $11,110,923 across 6 Oil & Gas Integrated names. SHEL ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	36,405	$4,977,291
2	CVX	Chevron Corp	21,952	$3,638,763
3	SU	Suncor Energy Inc	18,266	$980,518
4	TTE	TotalEnergies SE	10,772	$837,630
5	SHEL	Shell plc This page	5,477	$424,686
6	BP	Bp PLC	6,821	$252,035

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,686	5,477	-1.2%	Shares	Sole	2026-07-29
2026-03-31	$515,778	5,546	+6.3%	Shares	Sole	2026-04-28
2025-12-31	$383,418	5,218	+4.3%	Shares	Sole	2026-02-02
2025-09-30	$357,721	5,001	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$347,121	4,930	-7.6%	Shares	Sole	2025-07-24
2025-03-31	$391,168	5,338	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$334,237	5,335	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$351,579	5,331	-11.1%	Shares	Sole	2024-11-12
2024-06-30	$432,863	5,997	-3.6%	Shares	Sole	2024-08-13
2024-03-31	$416,854	6,218	-9.6%	Shares	Sole	2024-05-15
2023-12-31	$452,440	6,876	+3.7%	Shares	Sole	2024-02-06
2023-09-30	$427,032	6,633	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$399,655	6,619	-0.3%	Shares	Sole	2023-08-11
2023-03-31	$381,950	6,638	-4.4%	Shares	Sole	2023-05-11
2022-12-31	$395,574	6,946	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$341,453	6,862	0.0%	Shares	Sole	2022-11-14
2022-06-30	$358,813	6,862	+1.1%	Shares	Sole	2022-08-12
2022-03-31	$372,809	6,787	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.