Position in SHEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,740
-$14,796 QoQ
Shares Held
951
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,299
of 1,523 holders
Holding Since
Sep 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, 2026BARRETT & COMPANY, INC. holds $4,328,969 across 5 Oil & Gas Integrated names. SHEL ranks #3 (1.7% 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 | $73,740 | 951 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $88,536 | 952 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $69,879 | 951 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $68,025 | 951 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $66,959 | 951 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $69,689 | 951 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $64,278 | 1,026 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $67,664 | 1,026 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $74,056 | 1,026 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $68,783 | 1,026 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $67,510 | 1,026 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $66,053 | 1,026 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $68,893 | 1,141 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $65,653 | 1,141 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $59,284 | 1,041 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $51,800 | 1,041 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||