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KLINGENSTEIN FIELDS & CO LP: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on SHEL, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 226,292 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,292 shares
    Change vs previous 13F -6,450 shares

    0.61% of the 13F portfolio, value $17,546,682.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 232,742 shares
    Change vs previous 13F -1,910 shares

    0.85% of the 13F portfolio, value $21,645,006.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 234,652 shares
    Change vs previous 13F -1,586 shares

    0.65% of the 13F portfolio, value $17,242,229.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 236,238 shares
    Change vs previous 13F -267 shares

    0.64% of the 13F portfolio, value $16,898,104.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 236,505 shares
    Change vs previous 13F -5,062 shares

    0.66% of the 13F portfolio, value $16,652,317.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 241,567 shares
    Change vs previous 13F +1,447 shares

    0.75% of the 13F portfolio, value $17,702,029.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 240,120 shares
    Change vs previous 13F +1,074 shares

    0.61% of the 13F portfolio, value $15,043,518.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 239,046 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $15,765,084.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).