Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,808,989
-$5,667,541 QoQ
Shares Held
345,744
-1.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#104
of 1,523 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CSM Advisors, LLC holds $72,545,821 across 3 Oil & Gas Integrated names. SHEL ranks #2 (37.0% of the industry book) .
All Filings in SHEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,808,989 | 345,744 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,476,530 | 349,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,696,354 | 404,142 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,651,434 | 372,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,524,755 | 334,111 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||