BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in SHEL — Shell plc

CIK 911274 CANTON, OH

Position in SHEL

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

Position Value

$1,367,650

-$283,379 QoQ

Shares Held

17,638

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#486

of 1,523 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $18,361,508 across 3 Oil & Gas Integrated names. SHEL ranks #2 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	99,049	$16,418,362
2	SHEL	Shell plc This page	17,638	$1,367,650
3	BP	Bp PLC	15,575	$575,496

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,367,650	17,638	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$1,651,029	17,753	-57.8%	Shares	Sole	2026-04-16
2025-12-31	$3,092,773	42,090	+111.5%	Shares	Sole	2026-02-05
2025-09-30	$1,423,661	19,903	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,401,370	19,903	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$1,450,137	19,789	+0.2%	Shares	Sole	2025-04-08
2024-12-31	$1,237,650	19,755	-1.0%	Shares	Sole	2025-01-28
2024-09-30	$1,315,636	19,949	0.0%	Shares	Sole	2024-10-22
2024-06-30	$1,439,918	19,949	+1.8%	Shares	Sole	2024-07-03
2024-03-31	$1,313,246	19,589	-2.0%	Shares	Sole	2024-04-08
2023-12-31	$1,315,605	19,994	0.0%	Shares	Sole	2024-01-09
2023-09-30	$1,287,213	19,994	-2.0%	Shares	Sole	2023-10-10
2023-06-30	$1,231,389	20,394	+1.7%	Shares	Sole	2023-07-11
2023-03-31	$1,153,964	20,055	-0.5%	Shares	Sole	2023-04-11
2022-12-31	$1,147,827	20,155	-1.7%	Shares	Sole	2023-01-17
2022-09-30	$1,020,378	20,506	+12.5%	Shares	Sole	2022-10-06
2022-06-30	$953,089	18,227	-2.7%	Shares	Sole	2022-07-11
2022-03-31	$1,028,674	18,727	—	Shares	Sole	2022-04-12
No filing history on record for this holder in this stock.