Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,921,840
-$15,216 QoQ
Shares Held
89,268
+19.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#217
of 1,523 holders
Holding Since
Mar 2022
18 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, 2026MAI Capital Management holds $155,532,936 across 8 Oil & Gas Integrated names. SHEL ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
630,969 | $86,266,081 | |
| 2 | CVX |
Chevron Corp
|
354,342 | $58,735,729 | |
| 3 | SHEL |
Shell plc
This page
|
89,268 | $6,921,840 | |
| 4 | BP |
Bp PLC
|
26,118 | $965,059 | |
| 5 | IMO |
Imperial Oil Ltd
|
7,260 | $813,264 | |
| 6 | TTE |
TotalEnergies SE
|
8,994 | $699,373 | |
| 7 | NFG |
National Fuel Gas Co
|
8,355 | $645,089 | |
| 8 | SU |
Suncor Energy Inc
|
9,063 | $486,501 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,921,840 | 89,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,937,056 | 74,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,486,678 | 74,669 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,273,048 | 73,718 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,218,155 | 74,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,236,442 | 71,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,586,355 | 73,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,049,989 | 15,921 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,872,204 | 25,938 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,467,706 | 21,893 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,417,529 | 21,543 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,310,648 | 20,358 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,233,321 | 20,426 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,157,244 | 20,112 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,115,194 | 19,582 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $868,212 | 17,448 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $563,424 | 10,775 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $901,840 | 16,418 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||