Position in SHEL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,152,533
-$1,169,142 QoQ
Shares Held
66,450
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#248
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $18,951,965 across 4 Oil & Gas Integrated names. SHEL ranks #2 (27.2% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,152,533 | 66,450 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,321,675 | 67,975 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $5,375,062 | 73,150 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,012,096 | 84,050 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $6,120,389 | 86,925 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $6,983,584 | 95,300 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $6,321,071 | 100,895 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $7,150,628 | 108,425 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $9,116,334 | 126,300 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $8,581,120 | 128,000 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $8,428,980 | 128,100 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $8,245,468 | 128,075 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,733,168 | 128,075 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $7,228,462 | 125,625 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $7,171,428 | 125,925 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $6,089,380 | 122,375 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $6,555,858 | 125,375 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $6,760,509 | 123,075 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||