Position in SHEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$37,961,645
-$8,266,795 QoQ
Shares Held
489,575
-1.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#81
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PENN DAVIS MCFARLAND INC holds $39,016,849 across 2 Oil & Gas Integrated names. SHEL ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHEL |
Shell plc
This page
|
489,575 | $37,961,645 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
7,718 | $1,055,204 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,961,645 | 489,575 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $46,228,440 | 497,080 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $36,861,829 | 501,658 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $35,953,553 | 502,636 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $35,639,429 | 506,170 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $37,317,546 | 509,246 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,640,066 | 505,029 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,333,306 | 505,433 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $36,488,577 | 505,522 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $35,164,088 | 524,524 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $35,624,712 | 541,409 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $35,727,874 | 554,953 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $34,017,186 | 563,385 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $32,798,835 | 570,018 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $32,074,866 | 563,211 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $28,394,001 | 570,619 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $29,516,084 | 564,469 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,340,146 | 570,547 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||